Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Andrew Mazer is a financial advisor with Thurston Springer Advisors. Joshua is based in INDIANAPOLIS, IN, and has over 35 years of experience in the financial services industry. Joshua has a broad range of experience serving a variety of clients including individuals, corporations, and charitable organizations. Joshua specializes in developing comprehensive financial plans that meet individual client needs. Joshua holds Series 7, 9, 10, 31, 63, and 65 licenses, as well as the SIE exam. Joshua also holds the Certified Financial Planner designation.
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.
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.
1
2
MD
01/13/2023 - Present
Thurston Springer Advisors (Annapolis MD)
MD
05/08/2009 - 10/31/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ANNAPOLIS MD)
MD
01/01/2008 - 05/08/2009
WACHOVIA SECURITIES, LLC (ANNAPOLIS MD)
MD
04/05/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ANNAPOLIS MD)
MD
06/27/2005 - 04/07/2006
SUNTRUST INVESTMENT SERVICES, INC. (DUNKIRK MD)
GA
03/19/2004 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
10/20/2000 - 03/24/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/11/1999 - 10/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
04/23/1991 - 02/03/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/10/1989 - 04/12/1991
MERIDIAN ASSOCIATES, INC.
NA
10/03/1988 - 11/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/05/1987 - 10/20/1988
DERAND INVESTMENT CORPORATION OF AMERICA
IA
Issued 04/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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