Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Terrence Pomella is a financial advisor with over 20 years of experience in the industry. Philip has a Series 7, Series 63, Series 66, Series 24 and Series 52TO licenses and has worked for Cetera Investment Advisers LLC since September 2018. Before joining Cetera Investment Advisers LLC, Philip worked for LPL Financial LLC, Ceros Financial Services, Inc., Investment Planners, Inc. and Advisors Asset Management, Inc. Philip is also a registered representative of Cetera Investment Services LLC. Philip specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Philip has a proven track record of success in helping clients 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
HI
09/11/2018 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
SC
05/08/2014 - 09/20/2018
LPL FINANCIAL LLC (FORT MILL SC)
MD
01/23/2014 - 04/04/2014
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
IL
09/04/2013 - 01/29/2014
INVESTMENT PLANNERS, INC. (DECATUR IL)
CA
01/01/2002 - 01/02/2013
ADVISORS ASSET MANAGEMENT, INC. (SAN DIEGO CA)
CA
07/27/2000 - 01/01/2002
FIXED INCOME SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 4/2/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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