Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Mason is a financial professional with over 40 years of experience in the industry. Jeffrey is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Jeffrey holds Series 7TO, SIE, and Series 1 licenses, as well as the Series 63 license. Jeffrey also holds the Chartered Financial Consultant designation. Prior to joining Eagle Strategies LLC, Jeffrey worked with NYLIFE Securities Inc. and NY Life Ins. Co. Jeffrey also owns Mason Financial Group, a business selling group life, health, dental and disability products to employers and companies. Jeffrey's previous experience at NYLIFE Securities Inc. began in 1982 and lasted until 2007 when Jeffrey started Mason Financial Group. Jeffrey also serves on the Board of Directors for Squires Glen Condo and is a partner in MFG Properties LLC.
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 08/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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