Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Boscarino is a financial advisor with Mariner Wealth. Phillip has been in the financial industry since 2012 and has experience working at several firms, including LPL Financial LLC and Cambridge Investment Research, Inc. Phillip is registered with the state of California as an Investment Advisor Representative. Phillip holds the Series 7, Series 63, and Series 65 licenses and the Securities Industry Essentials Examination.
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.
Family office services
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.
1
2
CA
03/01/2022 - Present
Mariner Wealth (LOS ANGLES CA)
CA
07/02/2013 - 04/25/2016
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
10/18/2012 - 03/05/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (CULVER CITY CA)
CA
03/27/2012 - 10/03/2012
WOODBURY FINANCIAL SERVICES, INC. (CULVER CITY CA)
IA
Issued 08/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Phillip Boscarino is the right advisor for you? Invested Better is here to help.
