Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mazzoni is a financial professional with over 20 years of experience in the financial services industry. Michael is currently registered with Oneamerica Securities, Inc. Michael has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals. Michael holds Series 7, 24, 63 and 65 licenses.
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.
A percentage of the total value of assets under management is charged.
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IN
04/28/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
02/09/2017 - 04/18/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
SC
11/29/2011 - 02/06/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/17/2006 - 04/26/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
04/19/2004 - 06/13/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
AZ
10/13/2003 - 03/22/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/03/2003 - 10/14/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NJ
08/01/2000 - 10/16/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 09/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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