Unclaimed
John R. Massey is an investment advisor representative at Marietta Wealth Management, LLC. John has been in the industry since January 2003 and has a Series 66, Series 65 and Series 7 license. John is registered with the state of Georgia and specializes in financial planning, portfolio management for individuals and pension consulting. John was previously employed at MML INVESTORS SERVICES, LLC in SAVANNAH, GA.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
GA
03/04/2020 - Present
Marietta Wealth Management, LLC (Marietta GA)
GA
01/14/2003 - 06/25/2013
MML INVESTORS SERVICES, LLC (SAVANNAH GA)
IA
Issued 02/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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