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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 Christopher Mazzei is a financial advisor with Mercer Global Advisors Inc., a firm with approximately $1 billion to $10 billion in regulatory assets under management. John has been in the financial industry for over 9 years. John has a Series 66, Series 7, Series 9 and Series 10. John is also a Certified Financial Planner. John is registered with the state of Oklahoma and Texas. John's past employers include Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Vanguard Marketing Corporation.
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.
Trust services, estate planning, tax return preparation, consultation
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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TX
07/15/2024 - Present
Mercer Global Advisors Inc. (Dallas TX)
TX
10/06/2022 - 07/10/2024
VANGUARD MARKETING CORPORATION (Plano TX)
NM
11/17/2020 - 09/20/2022
CHARLES SCHWAB & CO., INC. (Santa Fe NM)
NM
09/28/2015 - 10/16/2020
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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