Unclaimed
Mason Onstott is a financial advisor with Icapital Markets LLC. Mason is a Series 7, Series 24, and Series 66 licensed professional. Mason has been in the industry since 2017 and has worked at several firms, including Simon Markets LLC and Wells Fargo Clearing Services, LLC. Mason is registered to provide investment advice in 51 states.
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.
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.
1
2
FL
11/30/2023 - Present
Icapital Markets LLC (Boca Raton FL)
AL
06/21/2019 - 11/30/2023
SIMON MARKETS LLC (Birmingham AL)
AL
02/07/2019 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN BROOK AL)
AL
07/24/2017 - 10/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
03/22/2017 - 06/23/2017
AXA ADVISORS, LLC (BIRMINGHAM AL)
BOTH
Issued 08/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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