Phillip James Pardo

Current Employers

Employment History

• 06/2001 → Present
  Wfgia
  Downers Grove, IL
• 06/2008 → Present
  Humana
  Middleton, WI
• 06/2008 → Present
  Employee Benefit Risk Management Service Inc
  Oak Brook, IL
• 06/2008 → 04/2021
  The Producers Alliance
  Hoffman Estates, IL
• 06/2008 → Present
  All Kids
  Hoffman Estates, IL
• 04/2009 → Present
  Aetna Health Insurance
  Sugar Land, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Downers Grove, IL
• 09/2013 → Present
  Humana Marketpoint
  Oak Brook, IL
• 07/2014 → 04/2021
  School Loan 411, Llc
  Chicago, IL
• 04/2019 → Present
  National Corporate Advisors, Inc Dba National Corporate Credit
  Elgin, IL
• 05/2021 → Present
  Legacy Shield Solutions, Inc.
  Ponte Vedra, FL

Previous Registrations

• 2011-03-02 → 2012-01-06
  Investment Advisors International, Inc.
  Oak Brook, IL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Legacy Shield Solutions, Inc. / 0521-Present / Investment Related: Yes or No / 100 Executive Way #105 Ponte Vedra, FL 32082/Sales Rep / Estate Planning / Hrs Work Monthly: 2 / Sec Trading Hrs: 1 / To offer products and services to clients requesting estate planning. AETNA HEALTH INSURANCE NOT INVESTMENT RELATED, SUGAR LAND, TX, NATURE OF BUSINESS: HEALTH INSURANCE, POSITION: SALES REPRESENTATIVE, RELATIONSHIP WITH OBA: INDEPENDENT CONTRACTOR, 04/2009 TO PRESENT, APPROX. # OF HRS/MO. DEVOTED TO OBA: 5HRS/MONTH, # OF HRS DURING SECURITIES TRADING HOURS: 1 HOUR, BRIEF DESCRIPTION OF DUTIES: OFFER HEALTH INSURANCE PRODUCTS. ALL KIDS NOT INVESTMENT RELATED, HOFFMAN ESTATES, IL, NATURE OF BUSINESS: HEALTH INSURANCE OF KIDS, POSITION: SALES REP, RELATIONSHIP WITH OBA: INDEPENDENT CONTRACTOR, START DATE: 06/2008, APPROX. # OF HRS/MO. DEVOTED TO OBA: 5HRS/MO, # OF HRS DURING SECURITIES TRADING HOURS: 1HOUR. BRIEF DESCRIPTION OF DUTIES: OFFER HEALTH INSURANCE BENEFITS TO CHILDREN AND LOWER INCOME FAMILIES. EMPLOYEE BENEFIT RISK MANAGEMENT SERVICES, INC NOT INVESTMENT RELATED, OAK BROOK, IL NATURE OF BUSINESS: HEALTH INSURANCE BENEFITS, POSITION: SALES REP, RELATIONSHIP WITH OBA: INDEPENDENT CONTRACTOR, START DATE: 06/2008, APPROX. # OF HRS/MO. DEVOTED TO OBA: 7HRS/MONTH, # OF HRS DURING SECURITIES TRADING HOURS: 1HOUR, BRIEF DESCRIPTION OF DUTIES: OFFER INDIVDUAL AND GROUP HEALTH INSURANCE PRODUCTS. HUMANA NOT INVESTMENT RELATED, MIDDLETON, WI, NATION OF BUSINESS: HEALTH INSURANCE, POSITION: SALES REP, RELATIONSHIP WITH OBA: INDEPENDENT CONTRACTOR, START DATE: 06/2008, APPROX. # OF HRS/MO. DEVOTED TO OBA: 5HRS/MONTH, # OF HRS DURING SECURITIES TRADING HOURS: 1HRS, BRIEF DESCRIPTION OF DUTIES: OFFER INDIVDUAL AND GROUP HEALTH INSURANCE PRODUCTS. THE PRODUCERS ALLIANCE NOT INVESTMENT RELATED, HOFFMAN ESTATES, IL NATURE OF BUSINESS: HEALTH INSURANCE, POSITION: SALES REP, RELATIONSHIP WITH OBA: INDEPENDENT CONTRACTOR, START DATE: 06/2008, APPROX. # OF HRS/MO. DEVOTED TO OBA: 2HOURS/MO. # OF HRS DURING SECURITIES TRADING HOURS: 1HOUR, BRIEF DESCRIPTION OF DUTIES: OFFER HEALTH INSURANCE PRODUCTS. HUMAN MARKETPOINT; NOT INVESTMENT-RELATED; 2301 W. 22ND ST., STE 301, OAK BROOK, IL 60523; PROVIDES MEDICARE PRODUCTS THROUGH HUMANA; REFERRAL AGENT; 09/30/2013; 0 HRS/MONTH; SIMPLY TO REFER PROSPECTS WITH AN INTEREST IN MEDICARE PRODUCTS NATIONAL CORPORATE ADVISORS, INC DBA NATIONAL CORPORATE CREDIT / emp dates: 0419 TO PRESENT/ INVESTMENT RELATED: NO /address: 164 E. CHICAGO ST. 100 ELGIN, IL 60120/ position: SALES REP/ nature of business: CAPITAL LOANS / hrs work monthly: 1 /Sec trading hrs: 0 / duties: IF AN INDIVIDUAL IS LOOKING TO OPEN A BUSINESS OR HAS AN EXISTING BUSINESS, YET NEEDS ADDITIONAL CAPITAL TO EXPAND AND GROW, I WOULD REFER THEM TO NATIONAL CORP CREDIT TO APPLY FOR A BUSINESS LOAN

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-14