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John M

Series 63, Series 65

Summerfield, NC

Ameritas Advisory Services, LLC

John Mazza is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also owner of Summerfield Wealth Advisors LLC. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and serves as treasurer for Bsides Triad, a community-driven information security organization. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory using a variety of investment strategies and operates multiple program platforms with access to diverse product options.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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Kyle A

Series 66

Summerfield, NC

Ameritas Advisory Services, LLC

Kyle Anderson is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Summerfield, NC. He has three years of industry experience, including roles at Ameritas Investment Company, Summerfield Wealth Advisors, and eight years with Honda Aircraft Company, LLC. In addition to his advisory work, Anderson is involved with Summerfield Wealth Advisors, focusing on insurance and financial strategy as well as comprehensive planning and back-office operations. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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