Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Harrison Kurtz is a financial advisor with Stifel, Nicolaus & Company, Inc. located in St. Louis, MO. Mason has been in the industry since October 2022 and has passed the Series 7TO, Series 63, and SIE exams. Mason is registered in Missouri. Mason previously worked at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC.. Mason specializes in a variety of areas including: portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for businesses, selection of other advisors, educational seminars, financial planning, and pension consulting.
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.
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
MO
06/12/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
04/21/2023 - 06/21/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
10/07/2022 - 04/21/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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