Philip G. Boole
Professional summary
Philip George Boole, who also goes by Phil Boole, is a registered financial professional currently at P G BOOLE, LLC located in Sherborn, Massachusetts.
Philip is registered as a RR (Registered Representative) and started their career in finance in 1985. Philip has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 22, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip George Boole's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2006 - Present
P G BOOLE, LLC
Office #1: 18 North Main Street Suite 115, Sherborn, MA 01770Office #2: 18 North Main Street Suite 115, Sherborn, MA 01770October 29, 1985 - March 3, 2004
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/29/2006)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
P G BOOLE, LLC
CRD#: 137920 / SEC#: , 8-67132
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
P G BOOLE, LLC
CRD#: 137920Sherborn, MA 01770TRUST BUT VERIFY
Monitor Philip Boole
Get automatic monthly alerts on:
