Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Nicholas Travaglini is a financial advisor registered with Equity Services, Inc. Philip has been in the financial industry since April 13, 2000 and is licensed in Delaware, Maryland, and Pennsylvania. Philip has worked with Hornor, Townsend & Kent, Inc., Securian Financial Services, Inc., MetLife Securities Inc., and New England Securities. Philip holds Series 6, 7, 26, and 63 licenses.
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.
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.
1
2
MD
02/26/2018 - Present
Equity Services, Inc. (TIMONIUM MD)
MD
09/02/2015 - 02/08/2018
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
DE
05/05/2015 - 08/27/2015
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
DE
03/26/2010 - 04/27/2015
METLIFE SECURITIES INC. (NEWARK DE)
PA
03/16/2000 - 03/29/2010
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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