Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Loria is a financial professional with over 5 years of experience in the industry. Philip is currently registered with Regions Securities LLC and is based out of McLean, VA. Before Regions Securities LLC, Philip Loria was previously associated with Clearsight Capital Advisors, Inc in McLean, VA and B. Riley FBR, Inc. in Arlington, VA. Philip holds Series 63, SIE, and Series 79 licenses.
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.
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.
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VA
02/08/2022 - Present
Regions Securities LLC (McLean VA)
VA
10/14/2019 - 12/31/2021
CLEARSIGHT CAPITAL ADVISORS, INC (MCLEAN VA)
VA
07/25/2017 - 09/10/2019
B. RILEY FBR, INC. (ARLINGTON VA)
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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