Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mazeyar? Claim Your ProfileMazeyar Wofford is a registered representative with Fidelity Personal And Workplace Advisors. Mazeyar has been in the industry since 2017 and has experience with Charles Schwab & Co., Inc., Morgan Stanley, E*TRADE Securities LLC, and J.P. Morgan Securities LLC. Mazeyar's areas of expertise include financial planning, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
MI
06/04/2024 - Present
Fidelity Personal AND Workplace Advisors (FARMINGTON MI)
MI
08/18/2023 - 05/24/2024
CHARLES SCHWAB & CO., INC. (Birmingham MI)
MI
03/23/2023 - 08/14/2023
MORGAN STANLEY (Birmingham MI)
MI
08/04/2022 - 08/14/2023
E*TRADE SECURITIES LLC (Birmingham MI)
MI
02/03/2017 - 07/18/2022
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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