Unclaimed
Ensen Mason is a registered investment advisor representative in California. Ensen Mason is affiliated with Mason Financial Services. Ensen Mason has been in the securities industry since 2003. The firm has reported that they have 66 clients, including 10 high-net-worth individuals. The firm manages $40,088,320 in client assets, all of which are discretionary. They also provide financial planning and portfolio management services to individuals.
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.
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.
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CA
04/10/2015 - Present
Mason Financial Services (REDLANDS CA)
CA
12/12/2006 - 02/03/2012
LPL FINANCIAL LLC (HESPERIA CA)
CA
06/27/2003 - 12/14/2006
GENWORTH FINANCIAL SECURITIES CORPORATION (HESPERIA CA)
IA
Issued 06/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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