Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Peter Parziale is a financial advisor who has been in the industry since 1998. Phillip is currently registered with LPL Financial LLC and has been with them since May 2022. Prior to joining LPL Financial LLC, Phillip worked at CUNA BROKERAGE SERVICES, INC., CITIZENS SECURITIES, INC., BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., EATON VANCE DISTRIBUTORS, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and WADDELL & REED, INC.. Phillip holds Series 6, 7, 63, and 65 licenses. Phillip also holds the Certified Financial Planner designation.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/18/2022 - Present
LPL Financial LLC (DORCHESTER MA)
MA
09/09/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WALTHAM MA)
MA
10/03/2007 - 06/02/2020
CITIZENS SECURITIES, INC. (BOSTON MA)
NH
01/01/2005 - 10/04/2007
BANCNORTH INVESTMENT GROUP, INC. (MANCHESTER NH)
MN
11/24/2003 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
06/23/2000 - 12/02/2003
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/22/1998 - 06/19/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/22/1998 - 06/19/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
KS
03/09/1998 - 06/11/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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