Unclaimed
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
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