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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Mezzullo is a financial professional with over 48 years of experience in the industry. John is currently registered with Cambridge Investment Research Advisors, Inc. in Lutherville, MD. John is also a registered investment advisor in Maryland and Texas. Previously, John was a registered representative with LPL FINANCIAL LLC, TRIAD ADVISORS, INC. and Woodbury Financial Services, Inc. in Hunt Valley, MD. John holds licenses including Series 7, Series 63 and Series 1. John also holds the Securities Industry Essentials (SIE) exam. John offers services such as financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
06/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Lutherville MD)
MD
01/17/2012 - 03/11/2013
LPL FINANCIAL LLC (HUNT VALLEY MD)
MD
03/01/2010 - 01/17/2012
TRIAD ADVISORS, INC. (HUNT VALLEY MD)
MD
01/01/1995 - 03/04/2010
WOODBURY FINANCIAL SERVICES, INC. (HUNT VALLEY MD)
IN
03/08/1988 - 12/15/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
01/01/1974 - 03/15/1988
HOME LIFE INSURANCE COMPANY
NA
06/28/1983 - 06/18/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
08/05/1983 - 06/05/1987
MML INVESTORS SERVICES, INC.
BC
Issued 05/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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