Samuel Mazuk (CRD# 6393350) is an Investment Advisor Representative working at Efs Advisors in Mount Vernon, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Efs Advisors | Cambridge, MN | Jul 2017 - Current | 6 |
| Advanced Advisor Group LLC | Cambridge, MN | May 2014 - Current | 9 |
| Lowe's Home Improvement | Cedar Rapids, IA | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- IA
- WI
-
Total Assets Under Management2,039MILLIONS
-
Total Number of Accounts29,019ACCOUNTS
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Average Account Value$70,267
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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