Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Mason is a financial advisor currently registered with GWN Securities Inc. in Palm Beach Gardens, FL, and has been working in the financial industry since May 2002. Curtis Mason has experience with various financial products and services, including insurance and retirement planning. Curtis Mason is also a Certified Financial Planner.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
10/29/2012 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
OR
01/12/2010 - 10/25/2012
LEGEND EQUITIES CORPORATION (WEST LINN OR)
OR
05/31/2002 - 01/12/2010
AXA ADVISORS, LLC (WEST LINN OR)
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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