Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Muscarella is a financial advisor associated with Raymond James & Associates, Inc. Philip has been in the financial services industry since May 1992. Philip has Series 7, Series 24, Series 4, Series 55, Series 57TO, Series 99TO, and Series 63 licenses. Philip has been registered with Raymond James & Associates, Inc. since October 2019, before that Philip was with Pershing LLC and BNY Mellon Capital Markets, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/08/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/11/1992 - 10/01/2019
PERSHING LLC (LAKE MARY FL)
FL
01/02/2014 - 08/07/2017
BNY MELLON CAPITAL MARKETS, LLC (LAKE MARY FL)
BC
Issued 06/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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