Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Nuccetelli has been in the financial services industry since 1985. Philip is currently registered with Equitable Advisors, LLC in New Jersey and New York. Philip also previously worked with AIG Retirement Advisors, Inc. in New Jersey and The Variable Annuity Marketing Company in Texas. Philip holds Series 6, 63, 26, and 65 licenses, as well as the SIE Exam. Philip specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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.
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2
NJ
05/18/2021 - Present
Equitable Advisors, LLC (SECAUCUS NJ)
NJ
11/19/1998 - 10/31/2008
AIG RETIREMENT ADVISORS, INC. (MORRISTOWN NJ)
TX
06/21/1985 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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