Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Mason is an investment advisor representative who has been active in the industry since 2011. Donald holds Series 6, 63 and 65 licenses. Donald is currently registered with Stadion Money Management, LLC in Watkinsville, GA. Donald was previously associated with MML Investors Services, LLC. Donald has been with Stadion Money Management, LLC since 2014.
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.
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.
A percentage of the total value of assets under management is charged.
Minimum account fees in conjunction with asset-based fees
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GA
03/25/2015 - Present
Stadion Money Management, LLC (WATKINSVILLE GA)
GA
01/26/2011 - 02/24/2014
MML INVESTORS SERVICES, LLC (ATHENS GA)
IA
Issued 02/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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