Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Louis Bozzo is a registered representative with Farmers Financial Solutions, LLC, based in Garland, Texas. Phillip has been in the industry since 2008. Previously, Phillip was registered with USAA Investment Services Company, USAA Financial Advisors, Inc., Financial Network Investment Corporation, Fidelity Brokerage Services LLC, and Edward Jones. Phillip holds Series 63, 66 and 7 licenses, as well as the SIE exam.
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.
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2
TX
01/01/2023 - Present
Farmers Financial Solutions, LLC (GARLAND TX)
TX
07/13/2017 - 12/31/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/13/2011 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (Plano TX)
TX
01/11/2007 - 07/19/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (DALLAS TX)
RI
06/08/2005 - 01/09/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MO
10/31/2002 - 12/20/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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