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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 Paul Mabini is a financial professional with over 15 years of experience in the financial services industry. John Paul is currently a Registered Investment Advisor Representative with One Capital Management, LLC in Westlake Village, California. Previously, John Paul has held positions at several other firms, including TIAA-CREF, Merrill Lynch, Morgan Stanley Smith Barney, and Bank of America Investment Services. John Paul holds multiple industry licenses including Series 6, 7, 63, and 66 and holds the Certified Financial Planner designation.
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.
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.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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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2
CA
11/08/2024 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
12/22/2016 - 04/04/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Irvine CA)
CA
06/03/2010 - 12/14/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BREA CA)
CA
03/04/2010 - 06/03/2010
MORGAN STANLEY SMITH BARNEY (ONTARIO CA)
CA
07/25/2005 - 06/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHINO HILLS CA)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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