Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Alfano is a financial advisor registered in Ohio and has been in the industry since November 2023. Phillip has a Series 63, Series 6TO, and SIE license and is affiliated with The Huntington Investment Co. in Niles, OH. Phillip specializes in portfolio management for individuals and businesses and is actively registered in Ohio.
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.
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.
1
2
OH
11/20/2023 - Present
THE Huntington Investment Co. (NILES OH)
BC
Issued 12/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Phillip Alfano is the right advisor for you? Invested Better is here to help.
