Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Earl Bosen is a financial advisor who has been in the industry since March 11, 2007. Phillip is currently registered with Fidelity Brokerage Services LLC and is licensed in 53 states. Phillip has previously been registered with USAA Financial Advisors, Inc. and EquiTrust Marketing Services, LLC.
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.
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.
1
2
UT
07/28/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
AZ
04/08/2010 - 06/01/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
01/01/2006 - 03/24/2009
EQUITRUST MARKETING SERVICES, LLC (PEORIA AZ)
IA
Issued 08/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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