Unclaimed
Jamie Elizabeth Mason is a financial advisor with over 15 years of experience in the industry. Jamie is currently registered with FBL Marketing Services, LLC and has offices in Caldwell, Pocatello and Twin Falls, Idaho. Jamie has passed a variety of securities licensing exams including Series 6, Series 26, Series 51, Series 63 and the SIE. Previously, Jamie was registered with Allstate Financial Services, LLC. Jamie is a licensed securities professional in the state of Idaho.
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.
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.
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2
ID
07/30/2021 - Present
FBL Marketing Services, LLC (Caldwell ID)
ID
06/25/2007 - 07/01/2021
ALLSTATE FINANCIAL SERVICES, LLC (CALDWELL ID)
BC
Issued 08/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/05/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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