Unclaimed
Jake Munson Mazza is a registered representative with Bofa Securities, Inc. Jake has been in the industry since October 2022 and holds the Series 63, SIE, and Series 79TO licenses. Jake is registered in New York and Texas. Jake is located in Houston, Texas and is affiliated with the Houston branch of Bofa Securities, Inc.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
TX
10/26/2022 - Present
Bofa Securities, Inc. (HOUSTON TX)
BC
Issued 10/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2022
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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