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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 Massar is a financial advisor with over 10 years of experience in the industry. John has a strong background in helping clients develop personalized financial plans, including retirement planning and investment management. John currently works with Avantax Advisory Services and Avantax Planning Partners, Inc. John has a wide range of experience, having worked with a variety of clients, from individuals to businesses to pension plans. John's dedication to providing exceptional client service and his commitment to building long-lasting relationships are evident in his high client satisfaction rating.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
12/13/2022 - Present
Avantax Advisory Services (Oxnard CA)
CA
02/09/2022 - 12/05/2022
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
07/11/2018 - 02/09/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PASADENA CA)
CA
11/25/2013 - 01/23/2018
D.A. DAVIDSON & CO. (LOS ANGELES CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (PASADENA CA)
CA
01/05/2012 - 11/04/2013
CROWELL, WEEDON & CO. (PASADENA CA)
CA
12/15/2010 - 01/19/2012
SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA CA)
BOTH
Issued 02/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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