Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Steven Diprimio is a financial advisor who has been in the industry since 1985. Philip currently works at Janney Montgomery Scott LLC and has been with them since September 2013. Philip has experience working at other firms including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Paine Webber Incorporated, Drexel Burnham Lambert Incorporated, Moseley Securities Corporation and Halpert, Oberst and Company.
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
PA
08/29/2023 - Present
Janney Montgomery Scott LLC (WEST CHESTER PA)
PA
06/01/2009 - 09/17/2013
MORGAN STANLEY (WEST CHESTER PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
10/11/1999 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
NJ
02/26/1988 - 10/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/16/1986 - 03/07/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/30/1985 - 09/23/1986
MOSELEY SECURITIES CORPORATION
NA
01/23/1985 - 08/19/1985
HALPERT, OBERST AND COMPANY
IA
Issued 09/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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