PG
Philippe Ghanem
KLEON FINANCIAL
NEW YORK, NY 10038
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CRD#: 8073610
PG
Professional summary
Philippe Ghanem is a registered financial professional currently at KLEON FINANCIAL, LLC located in New York, New York.
Philippe is registered as a RR (Registered Representative) and started their career in finance in 2025. Philippe has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Philippe Ghanem's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2025 - Present
KLEON FINANCIAL, LLC
Office #1: C/o Accounting & Compliance International 199 Water St. 9th Fl, New York, NY, 10038BD
CRD#: 121537
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
New York Stock Exchange
Current Firm
KF
KLEON FINANCIAL, LLC
KLEON FINANCIAL, LLC | SOJOURNER SECURITIES, LLC
CRD#: 121537 / SEC#: , 8-65423
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
C/o Accounting & Compliance International 199 Water St. 9th Fl, New York, NY, 10038
Mailing Address
C/o Accounting & Compliance International 199 Water St. 9th Fl, New York, NY, 10038
Phone number
(212) 306-1010
Established
North Carolina since 02/28/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (6 States and Territories)
Documents
Red Flags
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