Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mason is an Investment Advisor Representative registered with Charles Schwab & Co., Inc. Christopher Mason has 13 years of experience in the securities industry. Prior to Charles Schwab & Co., Inc., Christopher Mason worked for Goldman Sachs & Co. LLC, Citigroup Global Markets Inc., Morgan Stanley, Northwestern Mutual Investment Services, LLC, and William Blair & Company L.L.C. Christopher Mason has a Series 7, Series 66, and SIE license. Christopher Mason is registered in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
05/23/2022 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
06/07/2018 - 04/29/2022
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
IL
08/23/2016 - 06/04/2018
CITIGROUP GLOBAL MARKETS INC. (Chicago IL)
IL
01/02/2013 - 08/17/2016
MORGAN STANLEY (CHICAGO IL)
IL
06/24/2011 - 12/04/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
08/17/2009 - 05/06/2011
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Christopher Mason is the right advisor for you? Invested Better is here to help.
