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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Salo is a financial advisor with TD Private Client Wealth LLC, with offices in Mahopac and White Plains, New York. Philip is registered to provide investment advice in Connecticut, New Jersey and New York. Philip specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Philip has been in the financial services industry since 2006 and has experience working with a variety of clients. Philip holds the Series 6, 7, 24, 63 and 65 licenses and is a registered principal. Philip is also a registered investment advisor representative in New York, New Jersey and Connecticut. Philip is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/08/2022 - Present
TD Private Client Wealth LLC (Mahopac NY)
NJ
02/08/2010 - 01/06/2011
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NY
04/14/2009 - 01/27/2010
LPL FINANCIAL CORPORATION (BRONX NY)
NY
05/19/2006 - 02/05/2009
FIRST INVESTORS CORPORATION (NANUET NY)
IA
Issued 07/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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