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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Adams Burnham has been in the securities industry since February 18, 1995. Mason is currently registered as a Registered Representative with Wells Fargo Advisors Financial Network, LLC. Mason holds licenses in Missouri, Texas and 52 other states. Mason has been associated with the firm since August 2011. Prior to that, Mason was associated with Wells Fargo Advisors, LLC for 12 years from October 1999 to August 2011. Mason also has prior experience with A. G. EDWARDS & SONS, INC., FIRST UNION CAPITAL MARKETS CORP., WMA SECURITIES, INC., and NATIONSSECURITIES. Mason provides investment consulting services to institutional clients. Mason has a long history of providing financial planning, pension consulting, and investment management services to individuals and businesses. Mason is committed to providing personalized service to each client.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
08/31/2011 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
10/01/1999 - 08/23/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
10/18/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
10/22/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
GA
11/12/1996 - 09/22/1998
WMA SECURITIES, INC. (DULUTH GA)
NA
12/15/1993 - 10/06/1995
NATIONSSECURITIES
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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