Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Cozzi is a financial consultant at Florida Financial Advisors, LLC, with over 2 years of experience in the industry. Evan is licensed to provide financial advice in Florida and Texas. In addition to providing financial planning services, Evan also has expertise in pension consulting and selecting other advisers. Evan works primarily with high-net-worth individuals. Evan holds the Series 65 license as well as the SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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TX
07/26/2024 - Present
Florida Financial Advisors, LLC (Dallas TX)
IA
Issued 06/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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