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 Stacks is an investment advisor representative with Janney Montgomery Scott LLC, and has been in the industry since March 2022. Stacks holds Series 7, Series 66 and SIE licenses. Stacks is registered in Florida, Georgia, New York, North Carolina, South Carolina and Texas, as well as Arizona, California, Colorado, Connecticut, Georgia, Hawaii, Idaho, Kentucky, Maryland, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Stacks specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Stacks also provides portfolio management for businesses and individuals. Stacks has been with Janney Montgomery Scott LLC since January 2022. Stacks is also the owner/president of Clear Cut Investments, LLC, which is an e-commerce retailer of health supplements on Amazon and eBay.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
04/25/2022 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
BOTH
Issued 04/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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