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Serio Financial Services

Alternate Address:
6969 Fern Loop Ste. 206A
Shreveport, LA 71105

Ph: 318-221-0889
Fax: 318-221-0887
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Overview

SERIO Financial Services is a locally owned company providing mutual fund, annuities, life insurance and individual as well as group retirement plans.  Philip Serio has been licensed in the financial services industry since 1996.  He is a Registered Representative with Woodbury Financial Services.  Woodbury is an independent financial services broker dealer that is part of The Hartford.

SERIO Financial Services works with you, the investor, to create an investment portfolio designed to anticipate your future needs based on your current goals and ability.  It is a coordinated and continuous strategy that must be reviewed and updated annually.  It is important for you to also compliment this process by working with your accounting and legal advisors for a program that is relative to these family and personal goals.

Securities offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, P O Box 64284, St. Paul, MN 55164 (800)800-2638

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