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Ernest C
ChFC®, Series 63
Oak Brook, IL
Cetera
Ernest Cozzi is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations, and has worked with several Cetera-affiliated firms since 2015. He is also involved with Personalized Financial Resources, LLC, where he provides financial consulting and insurance-related services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, retirement services, and access to third-party money managers. The firm supports a range of program structures and investment strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.
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