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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Mazzei is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tulsa, OK. Michael Mazzei has been in the industry since March 19, 1990 and has a wide range of experience working with individuals, corporations, and trusts. Michael Paul Mazzei has offices in Tulsa, OK and offers a variety of financial services including financial planning, portfolio management, and retirement planning. In addition to being a registered representative with Raymond James Financial Services Advisors, Inc., Michael Mazzei is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
GA
03/20/1990 - 09/09/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 12/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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