Invested Better
Unclaimed

Unclaimed

Unclaimed

Philip Maynard Giambri

Invicta Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Philip? Claim Your Profile

About Philip Maynard Giambri

Philip Maynard Giambri is a financial advisor with Invicta Capital LLC. Philip has been in the industry since 1984. Philip is registered with the states of Delaware, Florida, New Jersey, Pennsylvania and Texas. Philip holds Series 6 and Series 63 licenses as well as the SIE exam. Previously, Philip was affiliated with TRUSTMONT FINANCIAL GROUP, INC., ING FINANCIAL PARTNERS, INC., PRINCOR FINANCIAL SERVICES CORPORATION, LOCUST STREET SECURITIES, INC. and E.I. SALES, INC.

Firm Information

Philip Giambri is currently registered with Invicta Capital LLC. Invicta Capital LLC is a Limited Liability Company formed in 2010. The firm is registered in 31 states and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Philip Giambri’s Registration & Firm History

PA

10/31/2018 - Present

Invicta Capital LLC (Aston PA)

PA

05/03/2007 - 11/15/2018

TRUSTMONT FINANCIAL GROUP, INC. (UPPER CHICHESTER PA)

PA

11/17/2004 - 05/04/2007

ING FINANCIAL PARTNERS, INC. (BOOTHWYN PA)

IA

11/10/2003 - 10/29/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

IA

05/02/1989 - 10/29/2003

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NA

08/19/1983 - 12/31/1988

E.I. SALES, INC.

Not sure if Philip Maynard Giambri is right for you?

Licenses & Designations

BC

Issued 09/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Maynard Giambri.
Not sure if Philip Maynard Giambri is right for you?