Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip G. Mazzola is a financial advisor with Commonwealth Financial Network and has been in the industry since April 2008. Phillip is a registered representative in Massachusetts and has a Series 7, 24, 53, 57, 66, and SIE licenses. Phillip previously worked at LPL Financial LLC from April 2008 to April 2015. Phillip specializes in working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/17/2015 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
04/23/2008 - 04/17/2015
LPL FINANCIAL LLC (WALTHAM MA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2016
Series 4 - Registered Options Principal Examination
BC
Issued 03/07/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 57 - Securities Trader Exam
BC
Issued 04/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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