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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Nicole Mason is a financial advisor with Morgan Stanley. Emily has been in the industry for over 7 years, and holds licenses in both Alabama and Texas. She works with individuals, families, and businesses, and provides financial planning and investment advice. Her primary focus is on helping clients achieve their financial goals. Emily has experience in a wide range of financial services, including investment management, retirement planning, estate planning, and insurance. She is committed to providing her clients with the highest level of service and expertise.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AL
01/17/2020 - Present
Morgan Stanley (Florence AL)
AL
07/19/2019 - 01/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTSVILLE AL)
AL
02/20/2019 - 06/03/2019
SYNOVUS SECURITIES, INC. (HUNTSVILLE AL)
AL
01/25/2016 - 02/19/2019
MORGAN STANLEY (DECATUR AL)
BOTH
Issued 03/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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