Unclaimed
Jeffrey Robert Mason is a financial professional with over 40 years of experience in the industry. He is currently registered with Eagle Strategies LLC and has held previous positions with New York Life Variable Contracts Corporation. Jeffrey is a Series 63, Series 7TO, SIE, and Series 1 licensed individual. He is also a Chartered Financial Consultant, specializing in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
1
2
NH
04/15/2020 - Present
Eagle Strategies LLC (MANCHESTER NH)
NA
02/07/1974 - 11/27/1979
NEW YORK LIFE VARIABLE CONTRACTS CORPORATION
BC
Issued 8/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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