Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Livoti is a financial advisor with LPL Enterprise, LLC. Philip has been working in the financial industry since 1999. Philip holds Series 6, 7, 63, and 65 securities licenses and is also a registered representative in Colorado, Florida, Massachusetts, New Jersey, New York, Oregon, Pennsylvania, South Carolina, and Texas. Philip is licensed to provide investment advice in New Jersey and Texas. Prior to joining LPL Enterprise, LLC, Philip worked for Pruco Securities, LLC, MetLife Securities, Inc., American Skandia Marketing, Inc., Tower Square Securities, Inc., CitiStreet Equities LLC, and Fiserv Investor Services, Inc. Philip's specializations include financial planning, portfolio management for businesses and individuals, and educational seminars. In addition to his work as a financial advisor, Philip is also a realtor with Weichert Realtors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/14/2024 - Present
LPL Enterprise, LLC (EAST BRUNSWICK NJ)
NJ
07/20/2007 - 12/22/2009
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
03/31/2006 - 12/13/2006
AMERICAN SKANDIA MARKETING, INC. (NEWARK NJ)
CA
04/23/2002 - 11/03/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
05/22/2001 - 01/08/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
04/08/1999 - 05/04/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
Issued 05/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Livoti is the right advisor for you? Invested Better is here to help.
