Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Mason is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 8 years of experience in the financial services industry. Kara is registered with the state of Illinois, and is also registered as a Registered Representative with FINRA. Kara works with a variety of clients, including individuals, businesses, and retirement plans. Kara provides financial planning, portfolio management, and other investment-related services. Kara also works with Oak Knoll Financial Strategies as an Associate/Employee.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
11/21/2019 - Present
Raymond James Financial Services Advisors, Inc. (WILMINGTON IL)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kara Mason is the right advisor for you? Invested Better is here to help.
