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Luke Samuel Mason

Cleveland Research Co. LLC

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About Luke Samuel Mason

Luke Samuel Mason is a registered representative and investment advisor representative with Cleveland Research Co. LLC. Luke has been in the securities industry since 2021. He is licensed in the state of Ohio. Luke holds the following licenses: Series 7, Series 63, Series 86, and Series 87.

Firm Information

Luke Mason is currently registered with Cleveland Research Co. LLC. Cleveland Research Co. LLC is a Limited Liability Company formed in 2006. The firm offers equity research reports and has 75 registered representatives and 51 investment advisory personnel. Cleveland Research Co. LLC is registered in 6 states and with the SEC.

Not reported

Assets Under Management

22

Total Clients

73

Total Financial Advisors

Services Offered

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.

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equity research reports

Equity research reports

Fee Structure

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.

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other

Subscription fees for research reports

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Luke Mason’s Registration & Firm History

OH

11/22/2021 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/14/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luke Samuel Mason.
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