Unclaimed
Mason Chambers Ibert is a financial advisor with LPL Financial LLC in Baton Rouge, LA. Mason has been in the financial industry since 2016. Mason is registered with the state of Louisiana and Texas as an Investment Advisor Representative. Mason also has his Series 66, SIE, and Series 7 licenses. Mason has experience with clients of all types, including individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Previously Mason was associated with Hancock Whitney Investment Services Inc., Cetera Investment Services LLC, and Morgan Stanley.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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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2
LA
10/12/2023 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
08/10/2022 - 08/29/2022
CETERA INVESTMENT SERVICES LLC (BAKER LA)
LA
04/14/2020 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BATON ROUGE LA)
LA
06/30/2017 - 04/03/2020
CETERA INVESTMENT SERVICES LLC (ALEXANDRIA LA)
LA
08/10/2016 - 06/13/2017
MORGAN STANLEY (BATON ROUGE LA)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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