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Thomas J. Mazza

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CRD#: 856426
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas John Mazza, who also goes by Thomas Mazza, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1978. Thomas had worked at 10 firms and has passed the Series 63, SIE, Series 1 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Mazza

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 13, 2014 - July 2, 2019

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
New York, NY
Past

February 6, 2014 - April 29, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
NEW YORK, NY
Past

March 5, 2010 - July 2, 2013

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

February 11, 2005 - July 7, 2008

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 11, 2000 - March 1, 2005

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

August 2, 1989 - January 5, 2001

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

February 27, 1984 - August 18, 1989

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

July 6, 1982 - June 15, 1983

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

May 25, 1979 - July 9, 1982

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Past

August 28, 1978 - October 23, 1983

KEENAN FINANCIAL & INSURANCE SERVICES, INC.

BD
CRD#: 6746

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/15/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 8/21/1978
Registered Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 3/3/1977
Non-Member General Securities Examination

Current Firm


FF
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
3582 Brodhead Road Suite 202, Monaca, PA 15061
Mailing Address
P.o. Box 238, Monaca, PA 15061
Phone number
(724) 846-2488
Established
Pennsylvania since 10/21/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DANIELS, BLAKE WILLIAMCHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO1285106
DANIELS, BRIAN LEEOWNER1213561
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

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