Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Mortimer is an active financial advisor who has been in the industry since 2004. Mason is a registered representative of Edward Jones, a leading financial services firm with offices across the United States. Mason is registered in multiple states, including California, Texas, and Arizona, and holds various licenses and certifications, including Series 7, 63, and 66. Mason is a Certified Financial Planner and has experience working with individual investors and families, as well as businesses and retirement plans. Mason is committed to providing comprehensive financial planning and investment management services, including financial planning, retirement planning, and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/09/2019 - Present
Edward Jones (Temecula CA)
MO
06/06/2000 - 08/29/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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