Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Lennox is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Philip has been in the industry since 2012. Philip has passed the Series 6, Series 7 and the Series 66 exams. Philip also holds a Series 63 license. Philip is registered in several states including Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. In addition to being an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., Philip is also an employee of Allstate Financial Services/Everlake Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
02/16/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RAYNHAM MA)
MA
09/04/2019 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (Weymouth MA)
MA
10/06/2017 - 07/15/2019
LINCOLN INVESTMENT (WESTPORT MA)
MA
11/06/2015 - 09/26/2017
LPL FINANCIAL LLC (FAIRHAVEN MA)
MA
09/01/2015 - 10/22/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BRAINTREE MA)
MA
05/14/2009 - 01/02/2013
NYLIFE SECURITIES LLC (BRIDGEWATER MA)
BOTH
Issued 04/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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