Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alexander Mazzanti is a financial advisor at Arvest Wealth Management. James has over 12 years of experience in the financial industry and is licensed to sell securities in Arkansas, Florida, Illinois, Kansas, and Texas. James holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) exam. He is a registered representative of Arvest Wealth Management and an investment advisor representative. James's clients include high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James specializes in providing financial planning, portfolio management, and pension consulting services. He is also a registered representative of Arvest Bank.
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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2
AR
02/21/2017 - Present
Arvest Wealth Management (BENTONVILLE AR)
IL
10/21/2005 - 10/02/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
BOTH
Issued 02/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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