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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Anthony Lazzari is a registered investment advisor representative with Snowden Capital Advisors LLC. Philip has been in the securities industry since November 1996. Philip has been affiliated with Snowden Capital Advisors LLC since September 2014. Previously, Philip was registered with UBS Financial Services Inc. from November 2010 to October 2014 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated from May 1999 to November 2010. Philip is licensed in multiple states, including Delaware, Florida, Illinois, Maryland, Pennsylvania, Texas, and Virginia. Philip holds the Series 7, Series 63, and Series 65 licenses. Philip specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Philip is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
MD
01/15/2015 - Present
Snowden Capital Advisors LLC (BALTIMORE MD)
MD
11/17/2010 - 10/23/2014
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MD
05/10/1999 - 11/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NY
11/20/1996 - 05/13/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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