Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip George Margy is a financial advisor at Truist Advisory Services, Inc. located in MELBOURNE, FL. Phillip George Margy has been in the industry since 1991. Phillip George Margy has been with Truist Advisory Services, Inc. since 2016. Prior to that, Phillip George Margy was registered with WELLS FARGO ADVISORS, LLC in MELBOURNE, FL, PRUDENTIAL SECURITIES INCORPORATED in NEW YORK, NY, DEAN WITTER REYNOLDS INC. in PURCHASE, NY, BARNETT INVESTMENTS, INC. in JACKSONVILLE, FL, GREAT WESTERN FINANCIAL SECURITIES CORPORATION in NORTHRIDGE, CA, OLDE DISCOUNT CORPORATION in DETROIT, MI and PAINEWEBBER INCORPORATED in WEEHAWKEN, NJ. Phillip George Margy's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Publication of Periodicals, Selection of Other Advisers, and Financial Planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
08/25/2020 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
07/01/2003 - 08/12/2010
WELLS FARGO ADVISORS, LLC (MELBOURNE FL)
NY
01/19/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/25/1997 - 01/25/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
04/19/1994 - 05/09/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
CA
02/15/1994 - 04/13/1994
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
MI
04/22/1993 - 02/15/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
10/21/1991 - 04/07/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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