Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Bonee is a financial advisor with LPL Financial LLC. Philip has been in the financial services industry since May 1977. Philip has a Series 63 license and has passed the Series 6, Series 22, Series 1, and SIE exams. Philip has been registered with LPL Financial LLC since May 2004 and is currently registered with the state of Connecticut. Philip is also licensed to sell insurance products.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
05/26/2004 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
03/15/1993 - 06/09/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
05/20/1977 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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