Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Gray Smetana is a registered representative at PFS Investments Inc. based in Eau Claire, WI. Mason is a licensed securities professional with licenses in Wisconsin, Minnesota and Illinois. Mason is also a registered representative with FINRA and a Series 63, 6TO and SIE exam holder. Mason has been in the financial industry since 2023 and specializes in investment advisory services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
09/15/2023 - Present
PFS Investments Inc. (EAU CLAIRE WI)
BC
Issued 10/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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