Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mason is a financial advisor with LPL Financial LLC. Gregory has been in the financial services industry since August 2006. Gregory has passed the Series 7 and Series 66 exams, and is registered to provide investment advice in Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Mississippi, New Jersey, New Mexico, Oklahoma, Tennessee, and Texas. Gregory has worked for several other financial institutions in the past including Edward Jones, Hancock Investment Services, Inc., PNC Investments, Cetera Investment Services LLC, and Infinex Investments, Inc.. Gregory offers a wide range of financial services, including investment advisory, financial planning, and consulting 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
12/06/2022 - Present
LPL Financial LLC (BILOXI MS)
MS
08/19/2014 - 11/30/2022
INFINEX INVESTMENTS, INC. (GULFPORT MS)
MS
10/07/2013 - 08/18/2014
CETERA INVESTMENT SERVICES LLC (HATTIESBURG MS)
AL
04/11/2013 - 10/07/2013
PNC INVESTMENTS (MOBILE AL)
MS
12/21/2009 - 04/03/2013
HANCOCK INVESTMENT SERVICES, INC. (GULFPORT MS)
MS
09/25/2008 - 12/14/2009
INVESTMENT PROFESSIONALS, INC. (BILOXI MS)
MS
08/15/2006 - 09/25/2008
EDWARD JONES (CORINTH MS)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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