Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Cebelenski is a financial advisor with Innovation Partners LLC in CHARLOTTE, NC. Phillip has been in the industry since 1999 and is registered with the state of New York. Phillip has a broad range of experience in the industry with prior roles at BENCHMARK INVESTMENTS, LLC, PRUCO SECURITIES, LLC., METLIFE SECURITIES, INC, METROPOLITAN LIFE INSURANCE COMPANY, and PRUCO SECURITIES CORPORATION. Phillip specializes in portfolio management for individuals and businesses. Phillip also offers financial planning, pension consulting, and selection of other advisors services. Phillip has earned the Series 6, 7, 26, and 63 licenses, and the SIE exam.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
05/03/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
07/14/2020 - 04/11/2023
BENCHMARK INVESTMENTS, LLC (Melville NY)
NY
08/03/2016 - 02/20/2020
PRUCO SECURITIES, LLC. (MELVILLE NY)
NY
12/15/2001 - 07/01/2016
METLIFE SECURITIES, INC (EAST HILLS NY)
NY
12/15/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
NJ
12/23/1998 - 08/13/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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