Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Samuels is a financial advisor with over 13 years of experience in the industry. Mason has a Series 6, Series 7, and Series 66 licenses, as well as the SIE exam. Mason is currently registered with LPL Financial LLC and GPS Wealth Strategies Group, LLC. Mason Samuels is a registered investment advisor and provides investment advisory services through GPS Wealth Strategies Group, LLC, an independent investment advisor firm.
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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CO
04/19/2022 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
11/13/2009 - 01/05/2011
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 03/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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