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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 Richard Mazza is a financial advisor currently registered with Ameritas Advisory Services, LLC in SUMMERFIELD, NC. John has been in the industry since August 2015. He is also registered with the following states: Florida, Idaho, Illinois, Maryland, Missouri, Montana, New Mexico, North Carolina, South Carolina, Texas, Utah, Virginia, and Washington. John has passed the Series 63, Series 65, Series 7, and SIE exams. In addition to working with Ameritas Advisory Services, LLC, John is also the owner of Summerfield Wealth Advisors LLC. John has a strong background in financial services and is dedicated to providing his clients with personalized advice and guidance.
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.
Solicitor fees
1
2
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (SUMMERFIELD NC)
NC
06/03/2015 - 05/10/2016
AXA ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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