Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Mason is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jacob is licensed to provide investment advice in 52 states and the District of Columbia. Jacob has been in the financial services industry since 2021, having previously worked with MML Investors Services, LLC and Fidelity Brokerage Services LLC. Jacob has a Series 7, Series 66 and SIE licenses. Jacob has a strong background in financial services and is committed to providing his clients with personalized financial advice. Jacob is also a member of several professional organizations, including the Financial Industry Regulatory Authority (FINRA).
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
11/06/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
OH
08/09/2023 - 10/25/2023
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
KY
02/23/2022 - 06/08/2023
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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