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Rob Cozzi, Jr., CLF®, RICP®, AIF® 
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Rob Cozzi, Jr., CLF®, RICP®, AIF® 


Rob Cozzi, Jr., CLF®, RICP®, AIF® is licensed in California and Texas to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in California and Texas and advisor registered in California and Texas.

This site is not a solicitation of interest in any of these products in any other state.

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Deisgnation does not mean the holder is acting in a fiduciary capacity.  

IMPORTANT CONSUMER INFORMATION:
Rob Cozzi, Jr., CLF®, RICP®, AIF® may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Rob that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Rob Cozzi Jr., CLF®, RICP®, AIF®, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative (or Financial Advisor), and a member of the Principal® Financial Network.  Rob Cozzi, Jr., CLF®, RICP® is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck