Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Mathai is a financial professional with over 30 years of experience in the financial services industry. Philip is currently registered with Chelsea Financial Services and holds Series 6 and Series 63 licenses. Philip's previous experience includes roles at Newbridge Securities Corporation, Center Street Securities, Inc. and MetLife Securities Inc.. Philip is a dedicated financial advisor who is committed to providing his clients with the highest level of service and expertise.
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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2
NY
11/03/2022 - Present
Chelsea Financial Services (STATEN ISLAND NY)
FL
05/14/2018 - 11/11/2022
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
NY
03/06/2013 - 05/11/2018
CENTER STREET SECURITIES, INC. (YONKERS NY)
NY
09/11/1992 - 01/16/2013
METLIFE SECURITIES INC. (ELMSFORD NY)
NY
09/11/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BC
Issued 09/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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