Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Livingston Currie is a financial advisor registered with Valmark Securities, Inc. Phillip Currie is registered with the Financial Industry Regulatory Authority (FINRA). Phillip Currie is registered in 19 states across the United States. Phillip Currie has worked in the securities industry since May 2, 1992.
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.
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.
1
2
UT
04/21/2011 - Present
Valmark Securities, Inc. (Sandy UT)
NC
05/22/2001 - 04/15/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
CA
02/02/2011 - 02/07/2011
NFP SECURITIES, INC. (GLENDORA CA)
FL
08/28/1996 - 05/22/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
03/01/1996 - 09/03/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/04/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
CA
06/29/1992 - 12/08/1993
CRUTTENDEN & CO., INC. (NEWPORT BEACH CA)
NY
02/03/1992 - 11/06/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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