Unclaimed
Lamont Mark Masser is a financial professional with over 20 years of experience in the industry. Lamont is registered with Avantax Investment Services, Inc. and holds the Series 6, Series 63, and SIE licenses. Lamont has worked for Avantax Investment Services, Inc. since 2009, previously working at Ameriprise Advisor Services, Inc. and BirchTree Financial Services, Inc. Lamont is currently registered in Pennsylvania and North Carolina.
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.
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.
1
2
PA
08/26/2009 - Present
Avantax Investment Services, Inc. (SHAMOKIN PA)
PA
11/27/2001 - 08/28/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHAMOKIN PA)
MN
09/14/2000 - 11/27/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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