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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Hepburn Little is an investment advisor representative with Cetera Investment Advisers LLC. Mason has been in the securities industry since 1991 and holds Series 7, Series 63, and Series 65 licenses. Mason specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Mason was employed with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO ADVISORS, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (SALISBURY MD)
MD
09/09/2011 - 06/15/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALISBURY MD)
MD
01/01/2008 - 09/09/2011
WELLS FARGO ADVISORS, LLC (SALISBURY MD)
MD
06/05/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALISBURY MD)
NY
01/02/1992 - 06/08/1992
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
06/18/1991 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NA
02/04/1991 - 03/11/1991
PACIFIC SOUTHERN SECURITIES, INC.
IA
Issued 09/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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