Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Steven Palicki is a financial advisor registered with Fidelity Brokerage Services LLC. Phillip has been in the industry since 2000 and has been registered with Fidelity Brokerage Services LLC since 2020. Phillip is licensed to sell securities in all 50 states and the District of Columbia. Phillip has passed the Series 7, Series 63, Series 66, and SIE exams. Phillip has a broad range of experience and expertise in the financial services industry.
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
KY
08/06/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
02/13/2003 - 01/09/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
03/10/2000 - 02/18/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 08/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Phillip Palicki is the right advisor for you? Invested Better is here to help.
