Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Mazzella is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Mazzella Estate & Asset Management, LLC, and has previously worked with several other financial firms including ST. BERNARD FINANCIAL SERVICES, INC., LPL FINANCIAL LLC, and SII INVESTMENTS, INC. Michael is licensed to offer investment advice in Arizona and Texas, and specializes in financial planning, selection of other advisors, and portfolio management for individuals and businesses. Michael is also a Chartered Financial Consultant.
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.
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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AZ
06/19/2019 - Present
Mazzella Estate & Asset Management, LLC (SCOTTSDALE AZ)
AZ
03/31/2021 - 12/31/2022
ST. BERNARD FINANCIAL SERVICES, INC. (Scottsdale AZ)
AZ
08/23/2016 - 05/09/2019
LPL FINANCIAL LLC (SCOTTSDALE AZ)
AZ
01/20/2012 - 08/23/2016
SII INVESTMENTS, INC. (SCOTTSDALE AZ)
AZ
07/31/2009 - 01/20/2012
SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)
AZ
05/30/2008 - 08/03/2009
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
MA
08/14/2002 - 02/11/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NC
01/31/2002 - 08/19/2002
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
AZ
02/04/1998 - 02/05/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
04/08/1996 - 02/25/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/08/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
11/05/1986 - 01/25/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/13/1983 - 01/25/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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