Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Mason is a financial advisor with The Mather Group, LLC, a firm based in Chicago, Illinois. Joshua has been in the industry since 2008. Joshua has experience in both the brokerage and advisory fields. In addition to the firm's Chicago location, Joshua is also registered with the firm in Snohomish, Washington. Joshua offers a variety of services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. These services include financial planning, educational seminars, and portfolio management.
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.
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.
A percentage of total net worth
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2
WA
10/08/2020 - Present
THE Mather Group, LLC (Snohomish WA)
WA
01/25/2013 - 10/06/2020
CHARLES SCHWAB & CO., INC. (Lynnwood WA)
AZ
04/07/2008 - 02/11/2013
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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