Philip M. Allopenna
Financial Advisor at Prudential Advisors
- Role
- Financial Advisor at Prudential Advisors
- Location
- Shelton, CT, US
- LinkedIn followers
- 500 followers
About Philip M. Allopenna
As a Financial Advisor, I help individuals, couples and families seek growth in their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help pursue their unique goals. I have the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help preserve your assets.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Advisor
Feb 2014 — Present · Fairfield County, CT, US
Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs•Develops customized ideas and strategies for each client•Specializes in helping clients meet their preservation needs through a variety of insurance products
Education
Dowling College
Bachelor of Science (BS)
Officer Candidate School USMC
Graduate
Stony Brook University
Master of Science (MSM)
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