Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Pucciarelli is a financial professional with over 20 years of experience in the securities industry. Philip is currently registered with Perella Weinberg Partners LP in New York, NY. Philip has previously held positions with Deutsche Bank Securities Inc., BMO Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Securities LLC. Philip has passed the Series 7, Series 24, Series 63, SIE and Series 79TO exams.
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.
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2
NY
04/14/2021 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
08/10/2017 - 05/05/2021
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/05/2014 - 06/30/2017
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
11/01/2010 - 07/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/28/2002 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 12/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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