Unclaimed
John Ruzza has been in the financial services industry since January 1987 and is currently registered with Cambridge Investment Research Advisors, Inc. John is a Certified Financial Planner™ professional. John has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. John’s professional experience includes roles with Mariner Financial Services, Inc., Royal Alliance Associates, Inc., and Mutual Service Corporation. John is also a member of VR Development LLC and a Kingdom Advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
01/29/2025 - Present
Cambridge Investment Research Advisors, Inc. (Kalamazoo MI)
MI
06/24/2002 - 08/20/2009
MUTUAL SERVICE CORPORATION (KALAMAZOO MI)
AZ
08/07/1997 - 06/25/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
12/13/1995 - 08/07/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MO
01/02/1992 - 12/14/1995
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
IL
10/02/1990 - 12/31/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
MD
09/08/1989 - 10/04/1990
H. BECK, INC. (ROCKVILLE MD)
IN
01/23/1987 - 09/11/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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