Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnny? Claim Your ProfileJohnny Francesco Mazzeo is a financial advisor in Jacksonville, Florida and has been working in the industry since August 30, 2007. Johnny is currently registered with Sofi Wealth LLC in Florida. Johnny has previously worked for Citigroup Global Markets Inc., USAA Financial Advisors, Inc., Sanford C. Bernstein & Co., LLC and Maxim Group LLC. Johnny has also passed the Series 63, 65, 7, 9, 10, 24, and SIE exams. Johnny's current firm, Sofi Wealth LLC, offers financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/17/2021 - Present
Sofi Wealth LLC (Jacksonville FL)
FL
11/08/2013 - 08/17/2021
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
03/16/2010 - 02/25/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
NY
05/04/2007 - 06/03/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
12/16/2004 - 02/08/2006
MAXIM GROUP LLC (NEW YORK NY)
IA
Issued 05/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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