Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Randal Mason is an active advisor associated with Fidelity Personal and Workplace Advisors. Craig has been working in the financial industry since February 28, 2019. Craig specializes in working with high-net-worth individuals and families, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Craig provides financial planning, portfolio management services, and educational seminars. Craig has a wide range of experience, having previously worked with Davrey Financial Services, Inc. and Morgan Stanley DW Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
UT
08/26/2024 - Present
Fidelity Personal AND Workplace Advisors (KAYSVILLE UT)
WA
10/24/2001 - 04/22/2002
DAVREY FINANCIAL SERVICES, INC. (TACOMA WA)
NY
02/20/1998 - 10/22/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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