Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Michael Davey is an Investment Advisor Representative at Hornor, Townsend & Kent, LLC. Philip is licensed to provide investment advisory services in Connecticut. Philip has been working in the financial services industry since 2011. Philip also works as an insurance agent for both Penn Mutual Life Insurance Company and IDP. Philip has experience providing financial planning services, pension consulting, and portfolio management services for individuals and businesses. Philip is also experienced in selecting other advisors for his clients.
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.
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.
Trail commissions, distribution assistance fees
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2
CT
11/03/2023 - Present
Hornor, Townsend & Kent, LLC (New London CT)
CT
08/27/2020 - 08/25/2021
EQUITY SERVICES, INC. (NORWICH CT)
CT
02/04/2019 - 01/23/2020
MML INVESTORS SERVICES, LLC (Hamden CT)
CT
03/07/2018 - 01/07/2019
EQUITY SERVICES, INC. (GLASTONBURY CT)
CT
09/08/2015 - 02/20/2018
PRUCO SECURITIES, LLC. (SOUTH WINDSOR CT)
IA
Issued 02/07/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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