Philip M. Mathai
Professional summary
Philip M Mathai is a registered financial professional currently at CHELSEA FINANCIAL SERVICES located in Staten Island, New York.
Philip is registered as a RR (Registered Representative) and started their career in finance in 1992. Philip has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Philip M Mathai's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 3, 2022 - Present
CHELSEA FINANCIAL SERVICES
Office #1: 242 Main Street, Staten Island, NY 10307May 14, 2018 - November 11, 2022
NEWBRIDGE SECURITIES CORPORATION
March 6, 2013 - May 11, 2018
CENTER STREET SECURITIES, INC.
September 11, 1992 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
September 11, 1992 - January 16, 2013
MSI FINANCIAL SERVICES, 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
(11/3/2022)
(11/3/2022)
(11/3/2022)
(11/3/2022)
(6/11/2024)
Exams
FINRA
Current Firm
CHELSEA FINANCIAL SERVICES
CRD#: 47770 / SEC#: , 8-51916
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
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Company Information
CHELSEA FINANCIAL SERVICES
CRD#: 47770Staten Island, NY 10307TRUST BUT VERIFY
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