Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Mase is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Jeffrey is currently associated with Osaic Wealth, Inc. in Ellenton, Florida. Jeffrey has previously worked at FSC Securities Corporation, Sentra Securities Corporation, and Intersecurities, Inc. Jeffrey holds FINRA Series 6, 7, and 66 licenses. Jeffrey's professional experience includes financial planning, portfolio management, and pension consulting. Jeffrey's firm specializes in providing investment advisory services to individuals, families, and businesses. Jeffrey's firm also offers a variety of financial planning services, including retirement planning, college savings planning, and estate planning.
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.
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.
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2
FL
11/03/2023 - Present
Osaic Wealth, Inc. (Ellenton FL)
FL
06/10/2005 - 11/03/2023
FSC SECURITIES CORPORATION (Ellenton FL)
AZ
06/14/2004 - 06/10/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
FL
01/08/2001 - 06/22/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 07/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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