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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Claude Mason is a financial advisor with Truist Advisory Services, Inc. John has been in the financial industry since 2008. John is registered with the state of Georgia as a Registered Representative and Investment Advisor Representative. John is also registered in the state of Texas as an Investment Advisor Representative. John's past experience includes roles at BB&T Securities, LLC, BB&T Investment Services, Inc., Morgan Stanley, Moody Capital Solutions, Inc, The Leaders Group, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. John is also licensed in the following states: Alabama, Arkansas, California, District of Columbia, Florida, Georgia, Michigan, Minnesota, New Jersey, North Carolina, North Dakota, Ohio, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. John is a well-rounded advisor with expertise in financial planning, portfolio management, and retirement 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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
05/05/2022 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/11/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DUNWOODY GA)
GA
11/15/2011 - 03/28/2013
MORGAN STANLEY (ATLANTA GA)
GA
01/21/2011 - 09/14/2011
MOODY CAPITAL SOLUTIONS, INC (DAWSONVILLE GA)
CO
11/06/1997 - 10/30/1998
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
02/08/1996 - 10/01/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/08/1996 - 10/01/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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