Unclaimed
Frankie Mason is a financial advisor with PFS Investments Inc. Frankie has been in the financial industry since 2022. Frankie is registered in 10 states, including California, District of Columbia, Florida, Kentucky, Maryland, New York, Oklahoma, Pennsylvania, Texas, and Virginia. Frankie is also registered with FINRA. Frankie holds the Series 6, Series 63, and SIE licenses. Frankie specializes in investment products and services.
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.
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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2
MD
02/16/2022 - Present
PFS Investments Inc. (LARGO MD)
BC
Issued 07/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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