Unclaimed
Phillip Dambrisi is a financial advisor with Park Avenue Securities LLC. Phillip has been in the financial industry since 1994 and has extensive experience in the industry. Phillip is a registered representative and investment advisor representative in several states and has a variety of licenses and registrations including the Series 7, Series 63, Series 65, and Series 24. Phillip has a strong background in helping individuals and families with their financial planning needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/17/2023 - Present
Park Avenue Securities LLC (WALL NJ)
NJ
01/02/2015 - 10/21/2016
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
PA
10/27/2014 - 12/31/2014
PFS INVESTMENTS INC. (QUAKERTOWN PA)
PA
09/30/2010 - 10/19/2012
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
10/16/2008 - 11/12/2009
LEBENTHAL & CO., LLC (NEW YORK NY)
NJ
09/05/2006 - 12/31/2007
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
PA
04/29/2005 - 09/12/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
10/25/1989 - 08/18/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/17/1998 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
05/20/1993 - 04/20/1999
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
10/25/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 02/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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