Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip James Elias is an Investment Advisor Representative who has been in the industry since June 2006. Phillip currently works at PNC Investments. Phillip has passed the Series 63, Series 65, and Series 66 exams. He is registered with the state of Pennsylvania.
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.
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2
PA
11/19/2020 - Present
PNC Investments (PITTSBURGH PA)
PA
04/16/2018 - 11/10/2020
CITIZENS SECURITIES, INC. (GLENSHAW PA)
PA
06/07/2016 - 04/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER SAINT CLAIR PA)
PA
02/01/2008 - 04/09/2012
FTAM FUNDS DISTRIBUTOR, INC. (PITTSBURGH PA)
PA
05/15/2007 - 02/01/2008
ALPS DISTRIBUTORS, INC. (PITTSBURGH PA)
ME
01/05/2006 - 05/11/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
PA
07/06/1995 - 09/25/1997
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NJ
01/28/1995 - 06/22/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/14/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
12/23/1993 - 10/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
12/06/1993 - 12/18/1993
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
BOTH
Issued 07/29/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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