Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Malakoff is an Investment Advisor Representative with First Long Island Investors, LLC. Philip has been in the financial industry since 1990. Philip has been with First Long Island Investors, LLC since 2007. Philip's experience includes positions with Westport Resources Investment Services, Inc., Axiom Capital Management, Inc., Ladenburg, Thalmann & Co., Inc., Schonfeld Securities Inc., and Sperber Adams & Company, Inc.
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.
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.
Advice to private investment partnerships
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/30/2021 - Present
First Long Island Investors, LLC (JERICHO NY)
CT
01/03/2002 - 05/15/2007
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
08/23/1999 - 12/20/2001
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
NY
08/18/1995 - 05/20/1999
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
04/28/1995 - 06/29/1995
SCHONFELD SECURITIES INC. (JERICHO NY)
CT
01/03/1990 - 06/15/1993
SPERBER ADAMS & COMPANY, INC. (WESTPORT CT)
NA
03/24/1987 - 08/24/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 02/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law 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 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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