Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Goynes is a financial advisor with AE Wealth Management, LLC in Metairie, Louisiana. Mason is a CERTIFIED FINANCIAL PLANNER™ professional with over 5 years of experience in the financial services industry. Mason has a Series 7, Series 66, and SIE licenses. Mason has been a registered representative of Lincoln Financial Advisors Corporation, Raymond James Financial Services, Inc. and Shobe & Associates, Inc. Previous work experience includes positions with LSU University Stores and Louisiana State University. Mason has experience with the following client types: individuals other than high-net-worth individuals, corporations or other businesses, high-net-worth individuals, and pension and profit sharing plans. Mason provides financial planning services to individuals and businesses, and also offers educational seminars, publication of periodicals and portfolio management for businesses and 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.
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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LA
06/16/2022 - Present
AE Wealth Management, LLC (Metairie LA)
LA
04/12/2021 - 06/01/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (BATON ROUGE LA)
LA
12/13/2017 - 09/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (BATON ROUGE LA)
BOTH
Issued 07/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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