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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 Francis Mazzone is an investment advisor representative at Osaic Wealth, Inc. John has been in the financial services industry since 2015 and has experience working with individual clients, families, and businesses. John is registered to provide investment advice in Connecticut, Delaware, Massachusetts, Nevada, New Hampshire, New York, Rhode Island, and South Carolina. John holds Series 6, 7, 63, and 66 securities licenses and is also a Registered Investment Advisor. John's primary focus is providing financial planning and investment management services to clients.
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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MA
09/01/2023 - Present
Osaic Wealth, Inc. (MILLBURY MA)
MA
08/31/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILLBURY MA)
MA
10/30/2020 - 09/02/2022
CITIZENS SECURITIES, INC. (FRAMINGHAM MA)
MA
06/21/2019 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (WORCESTER MA)
MA
04/10/2015 - 09/13/2017
SANTANDER SECURITIES LLC (MILFORD MA)
MA
01/21/2015 - 03/05/2015
CCO INVESTMENT SERVICES CORP. (FRAMINGHAM MA)
BOTH
Issued 08/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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