Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Manzella is a financial advisor currently registered with Osaic Institutions, Inc. John has been in the industry since 1995. John currently holds registrations in several states, including Arizona, Florida, Indiana, Michigan, Missouri, Nevada, North Carolina, Tennessee, Virginia, Washington, and Wisconsin. John has a proven track record of success in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
MI
05/30/2017 - Present
Osaic Institutions, Inc. (Oxford MI)
MI
09/09/2011 - 06/02/2017
QUESTAR CAPITAL CORPORATION (METAMORA MI)
MI
12/01/2003 - 09/23/2011
LPL FINANCIAL LLC (CLARKSTON MI)
MA
07/17/2002 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MD
07/13/2001 - 06/26/2002
H. BECK, INC. (ROCKVILLE MD)
NA
11/29/1985 - 12/31/1991
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 11/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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