Unclaimed
Madeline Mason is a registered Investment Advisor Representative at 49 Financial with a branch office location in Austin, Texas. Madeline obtained her Series 65 license on November 23, 2024. Madeline has experience in financial services and has worked for various firms including Fragomen, Del Rey, Bernsen & Lowery and Savrick, Schumann, Johnson, McGarr, Kaminski, & Shirley, LLP. Madeline is also a licensed insurance agent.
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.
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.
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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TX
11/25/2024 - Present
49 Financial (Austin TX)
Active
Inactive
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