Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Irwin Mason is a financial advisor with Private Advisor Group, LLC. James has been in the financial industry since 1983. James is a CERTIFIED FINANCIAL PLANNER™ professional. James has a Series 7, Series 24 and Series 63 licenses. James is registered to provide investment advice in Michigan, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Ohio, Virginia, and Washington.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
06/02/2015 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CT
03/01/1986 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
03/01/1986 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
02/06/1986 - 02/28/1986
W. S. GRIFFITH & CO., INC.
NA
08/23/1983 - 02/06/1986
MUTUAL SERVICE CORPORATION
BC
Issued 08/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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