Phillip Zoladz, financial advisor Lima OH
88 score

Phillip Zoladz

CRD Number: 6331171
Current Firm: Primerica Advisors

Phillip Zoladz (CRD# 6331171) is an Investment Advisor Representative working at Primerica Advisors in Lima, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lima, OH May 2014 - Current 2
Primerica Financial Services Lima, OH May 2014 - Current 2
Ohio Northern University Ada, OH Aug 2009 - Current 7
University Of South Florida Tampa, FL Aug 2004 - Aug 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Phillip R. Zoladz
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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