Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Simoncelli is a financial advisor at Ausdal Financial Partners, Inc. Phillip has been in the industry since 2013. Phillip is registered with FINRA as a Registered Representative and holds the following licenses: Series 6, Series 63, and SIE. Phillip's primary office location is in Clarendon Hills, IL. Phillip is also registered with the state of Tennessee. Phillip has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Phillip is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
08/30/2024 - Present
Ausdal Financial Partners, Inc. (CLAREDON HILLS IL)
IL
06/11/2014 - 09/04/2024
COUNTRY CAPITAL MANAGEMENT COMPANY (Naperville IL)
IL
06/21/2013 - 06/10/2014
J.P. MORGAN SECURITIES LLC (BOLINGBROOK IL)
BC
Issued 07/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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