Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Sommer is a financial advisor with over 30 years of experience in the industry. Mason currently works for Wells Fargo Advisors Financial Network, LLC, where Mason has been registered since 2009. Previously Mason has worked for other firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Mason holds licenses in several states, including Oklahoma, Texas, and a number of other states. Mason is a well-respected financial advisor who has helped many clients achieve their financial goals. Mason is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their money.
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
OK
11/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (EDMOND OK)
NY
05/31/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/21/1992 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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