Phil Insley

Phil Insley Email and Phone Number

Financial Advisor, AIF® at Lenox Advisors @ Lenox Advisors
Phil Insley's Location
Baltimore, Maryland, United States, United States
Phil Insley's Contact Details

Phil Insley work email

Phil Insley personal email

About Phil Insley

I offer total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services

Phil Insley's Current Company Details
Lenox Advisors

Lenox Advisors

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Financial Advisor, AIF® at Lenox Advisors
Phil Insley Work Experience Details
  • Lenox Advisors
    Financial Advisor, Aif®
    Lenox Advisors Oct 2012 - Present
    New York, Ny, Us
    I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 11350 McCormick Road, EP IV, Suite 200 Hunt Valley, MD 21031. 410.785.7654. Martin/Wight & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.I am licensed to sell securities in AL, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, MI, NC, NJ, NH, NM, NY, OH, OK, OR, PA, SC, TN, TX, and VA.I am licensed to sell insurance in AL, AK, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, NC, NJ, NY, OH, OR, PA, SC, TX, VA, WA and WV.CA insurance license #15973676; domiciled in MD.
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney May 2010 - Oct 2012
    New York, Ny, Us
  • Cropper Concrete, Inc.
    Executive Vp
    Cropper Concrete, Inc. Aug 2005 - Mar 2010
    Family Business. Estate resolution and day to day management of third generation business..
  • Wachovia Securities
    Vice-President Equity Trading
    Wachovia Securities Mar 2002 - Jun 2005
    San Francisco, California, Us
    NASDAQ and Listed Trader, Technology & Financial Services Companies.
  • Madison Trading, Llc
    Proprietary Trader
    Madison Trading, Llc Mar 2001 - Mar 2002
    Us
    Implemented short term and swing trading strategies for personal accounts.
  • Deutsche Bank Alex. Brown Securities
    Vice President, Equity Trading
    Deutsche Bank Alex. Brown Securities May 1994 - Mar 2001
    NASDAQ Market Maker, Technology and Financial Stocks
  • Legg Mason
    Options Clerk
    Legg Mason Nov 1993 - May 1994
    San Mateo, California, Us

Phil Insley Skills

Financial Services

Phil Insley Education Details

  • Denison University
    Denison University
    Economics
  • Kent School
    Kent School
    Ct

Frequently Asked Questions about Phil Insley

What company does Phil Insley work for?

Phil Insley works for Lenox Advisors

What is Phil Insley's role at the current company?

Phil Insley's current role is Financial Advisor, AIF® at Lenox Advisors.

What is Phil Insley's email address?

Phil Insley's email address is pi****@****aol.com

What schools did Phil Insley attend?

Phil Insley attended Denison University, Kent School.

What skills is Phil Insley known for?

Phil Insley has skills like Financial Services.

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