Philip PiedtCRD Number: 5532987
Current Firm: Professional Planning Services
Philip Piedt (CRD# 5532987) is an Investment Advisor Representative working at Professional Planning Services in Holbrook, NY and has over 5 years of experience in the finance industry.
Scholtz & Co
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|American Portfolios Financial Services Inc.||Holbrook, NY||May 2012 - Current||5|
|Axa Advisors, LLC||New York, NY||May 2011 - May 2012||1|
|Benchmark Financial Group||Boca Raton, FL||Jan 2010 - May 2011||1|
|Palm Beach Atlantic University||West Palm Beach, FL||Aug 2007 - Dec 2010||3|
|Kovack Securities Inc.||Ft. Lauderdale, FL||May 2008 - Mar 2010||1|
|Freman & Supran Pa||West Palm Beach, FL||Jan 2009 - May 2009||< 1|
|Family Christian Stores||Pompano Beach, FL||Aug 2005 - Dec 2007||2|
|Westminster Academy||Ft. Lauderdale, FL||May 2001 - May 2007||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management340MILLIONS
Total Number of Accounts1,702ACCOUNTS
Average Account Value$199,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, KS, KY, LA, MA, MD, ME, NC, NH, NJ, NM, NV, NY, PA, SC, TN, TX, VA, VT, WA
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