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 a financial advisor registered with Sowell Management. Christopher has been working in the industry since 2000. Christopher holds a Series 7, 24, 31, 53, and 63. Christopher is also licensed to provide investment advice in Minnesota. Sowell Management offers financial planning, portfolio management for individuals, and selection of other advisors. Christopher has experience working with individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Christopher has also served on the Global Leadership Council of the Offutt School of Business at Concordia College at Moorhead. Christopher also teaches courses at the institution.
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.
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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2
MN
09/29/2016 - Present
Sowell Management (Bloomington MN)
MN
11/04/2005 - 05/21/2012
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
NY
06/19/2001 - 11/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/28/2000 - 10/06/2000
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
IA
Issued 06/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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