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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phylis? Claim Your ProfilePhylis Sandra Bolno is a financial advisor who has been in the industry since 1998. Phylis has worked at Commonwealth Financial Network since 2005. Phylis is also the owner of Customized Wealth Strategies, LLC which offers tax preparation and accounting services. Phylis specializes in working with individuals, corporations, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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2
AZ
09/16/2005 - Present
Commonwealth Financial Network (Scottsdale AZ)
IN
06/18/2001 - 09/08/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/2001 - 09/08/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
05/22/1998 - 06/07/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/22/1998 - 12/21/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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