Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Pizzuti is a financial advisor at Creative Planning, a firm with over $175 billion in assets under management. Phillip has been with Creative Planning since March 2013 and is registered with Tennessee and Texas to provide investment advice. Phillip has a CFP designation and has passed the Series 7 and Series 66 exams.
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
KS
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
CT
07/04/2008 - 02/22/2013
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
BOTH
Issued 10/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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