Philip Joseph Albitz, CFP

Overview

Philip Joseph Albitz is an insurance agent, a registered representative and an investment adviser representative based in CA, with 44 years in the industry.

Years in the industry

44

States licensed

1

States registered

4

Carrier appointments

13

Contact

1 business email and 2 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 4 states

• Producer
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Cetera Wealth Services, LLCCurrent firm
• Albitz/Miloe and Associates, Inc.Current firm

Employment history since 1982

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file