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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 Patrick Mazza is a financial advisor with over 13 years of experience in the industry. John is registered with Morgan Stanley, a firm with more than $1.4 trillion in assets under management. John provides asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management services. Prior to joining Morgan Stanley, John worked at Morgan Stanley & Co. LLC. John has a variety of licenses and certifications, including Series 7, 63, 24, and 55. John also holds the prestigious designation of Chartered Financial Analyst.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
08/02/2024 - Present
Morgan Stanley (New York NY)
NY
09/08/2016 - 06/21/2024
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
08/11/2011 - 09/09/2016
MORGAN STANLEY (PURCHASE NY)
BC
Issued 08/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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