Unclaimed
Philip Thomas Quigley is a financial advisor currently registered with Truvestments Capital LLC. Philip has been in the financial industry for over 30 years. Philip has a wide range of experience and expertise, including financial planning, portfolio management, and investment advisory services. Philip is also a Certified Financial Planner. Philip is committed to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/29/2022 - Present
Truvestments Capital LLC (SARASOTA FL)
FL
04/24/2008 - 11/07/2022
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Fort Myers FL)
NJ
10/02/2006 - 12/13/2007
NATIONAL SECURITIES CORPORATION (LAKEWOOD NJ)
NJ
12/17/2001 - 10/02/2006
FIRST MONTAUK SECURITIES CORP. (LAKEWOOD NJ)
NJ
07/08/1999 - 12/21/2001
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
NY
02/03/1997 - 07/07/1999
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
08/28/1995 - 02/13/1997
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NY
02/08/1993 - 08/23/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/08/1992 - 01/22/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
01/24/1990 - 05/12/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 01/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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