Phillipe Elizee Paret

Current Employers

Employment History

• 01/2015 → 10/2018
  Nylife Securities Llc
  Miami, FL
• 11/2014 → 10/2018
  New York Life Insurance Co
  Miami, FL
• 10/2018 → 02/2022
  Mass Mutual Life Insurance Company
  Ft Lauderdale, FL
• 10/2018 → 02/2022
  Mml Investors Services, Llc
  Ft Lauderdale, FL
• 07/2022 → 01/2023
  Vim Global Advisors, Llc
  Coral Gables, FL
• 01/2023 → 03/2025
  Mariner Platform Solutions
  Miramar, FL
• 01/2023 → 03/2025
  Imperio Wealth Advisors
  Miramar, FL
• 09/2025 → Present
  Mariner
  Overland Park, KS
• 03/2022 → 06/2022
  Unemployed
  Miramar, FL
• 04/2025 → 08/2025
  Unemployed
  Miramar, FL

Previous Registrations

• 2023-02-01 → 2025-03-04
  Mariner Independent
  Miramar, FL
• 2022-08-10 → 2023-03-31
  Vim Wealth Management, Llc
  Coral Gables, FL
• 2019-01-16 → 2022-02-02
  Mml Investors Services, Llc
  Miami, FL
  Ft Lauderdale, FL
  Fort Lauderdale, FL

Other Businesses

(1) Phillipe Paret (Insurance Broker); investment related; residential address & online; insurance brokerage; insurance broker; insurance broker; 10/2018; 2hrs/mo; 2hrs/mo; Field incoming calls and referrals for insurance. Collect information and refer to brokerage to complete application. Occasionally help clients through a claims process and deliver check. (2) Rize Global Partners; not investment-related; online & client place of business; business advisory & consulting; business manager; business manager; 08/2018; 5hrs/mo; 5hrs/mo; Diagnose a company's strengths and weaknesses across the eight functional areas of a business and establish its overall quality and risk profiles. Help owners facilitate strategic business plans, growth plans, and exit plans for a company's management team including long-term strategic and short-term tactical plans. Organize and manage teams around successful entrepreneurs, athletes, and entertainers. (3) Financial Planning Association; not investment related; zoom & peer board member offices; non-profit trade association; board member; board member; 01/2024; 4hrs/mo; 4hrs/mo; Guide Strategic Vision for organization. Help develop programming for members. Help encourage membership. (4) Estate Planning Council of Miami; Investment related: N, ; zoom & peer board member offices; non-profit trade association; board member; 07/2024; 4 hours/month, 4 hours/month during trading hours, guide Strategic Vision for organization. Help develop programming for members. Help encourage membership.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-16
• S63 Uniform Securities Agent State Law Examination
  2015-06-27

Other Names

• Phillipe Paret Elizee
• Phillipe Elizee