Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Mazur is a financial advisor with over 19 years of experience in the financial services industry. Jaclyn is currently registered with Osaic Wealth, Inc. and Guide MY Finances. Jaclyn offers a variety of financial services, including financial planning, portfolio management, and insurance. Jaclyn is also a Certified Financial Planner and the founder of the Financial Behavior Institute, a training and coaching program for financial professionals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (CARLSBAD CA)
CA
12/01/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
01/23/2009 - 12/01/2016
SECURITIES AMERICA, INC. (CARLSBAD CA)
CA
10/17/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (LA JOLLA CA)
CA
08/17/2005 - 11/03/2006
THE CONCORD EQUITY GROUP, LLC (LA JOLLA CA)
AZ
07/08/2004 - 08/26/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 07/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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