Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason John Wohltman is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc., with an office in Orlando, Florida. Mason has been in the financial services industry since 2024. Mason has passed the Series 7, 66, and SIE exams. Mason holds a state registration in Florida. Prior to joining Raymond James, Mason held positions at NYLIFE Securities LLC and other firms. Mason's areas of specialization include retirement planning, estate planning, college savings, and insurance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Orlando FL)
FL
01/19/2024 - 03/19/2024
NYLIFE SECURITIES LLC (MAITLAND FL)
BOTH
Issued 05/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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