Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Mazza is a financial advisor with Equitable Advisors, LLC. Jennifer has been in the financial services industry since 2006. Jennifer is registered to provide investment advice in North Carolina and holds FINRA Series 7, 24, 63, and 65 licenses. Jennifer's previous employers include MML Investors Services, LLC, Signator Investors, Inc., CM Securities, LLC, Pacific Cornerstone Capital Incorporated, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Allmerica Investments, Inc., Fahnestock & Co., Inc., and Robert Thomas Securities, Inc. Jennifer specializes in providing financial planning services to individuals and businesses. Jennifer is committed to helping her clients achieve their financial goals.
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
NC
07/15/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
MA
04/24/2018 - 03/03/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
03/05/2012 - 03/22/2013
SIGNATOR INVESTORS, INC. (BOSTON MA)
NV
08/31/2009 - 06/03/2010
CM SECURITIES, LLC (LAS VEGAS NV)
MA
01/16/2008 - 08/05/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
10/26/2006 - 05/03/2007
PACIFIC CORNERSTONE CAPITAL INCORPORATED (SANTA ANA CA)
CT
01/09/2003 - 09/26/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
01/09/2003 - 09/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
MA
11/23/1998 - 11/27/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
03/11/1998 - 12/04/1998
FAHNESTOCK & CO., INC. (NEW YORK NY)
FL
06/30/1997 - 02/27/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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