Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Corey Mason is a financial advisor with over 30 years of experience in the industry. He has worked with various firms throughout his career, including First Investors Corporation, Guardian Investor Services Corporation, and Invest Financial Corporation. Kevin is currently registered as a Registered Representative with LPL Financial LLC. Kevin holds the Series 6, 7, 24, 26, 63 and 65 licenses. Kevin's area of specialization includes retirement planning, investments, college savings and estate planning. Kevin works with a variety of client types, including individuals, families, businesses, and non-profits. He is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
02/14/2018 - Present
LPL Financial LLC (TAMPA FL)
FL
03/03/1998 - 02/14/2018
INVEST FINANCIAL CORPORATION (TAMPA FL)
AL
10/30/1997 - 02/23/1998
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
OH
03/20/1996 - 10/01/1997
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
OH
01/07/1993 - 03/08/1996
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
12/10/1991 - 12/31/1992
INDEPENDENT FINANCIAL SECURITIES, INC.
NJ
02/11/1991 - 11/05/1991
CREATIVE TAX PLANNERS, INC. (LOGAN TOWNSHIP NJ)
NY
07/21/1989 - 01/30/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
07/17/1986 - 05/04/1989
FIRST INVESTORS CORPORATION
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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