Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Loth is a financial advisor registered with Robert W. Baird & Co. Inc. Mason has been in the industry since May 2018. Mason is licensed to provide investment advice in Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Michigan, Montana, North Carolina, Ohio, Oregon and Washington. Mason is also a registered Investment Advisor Representative in Ohio. Mason holds the Series 66, Series 7TO and SIE exams. Mason has experience in the financial services industry, including previous roles at Hilliard Lyons and R.W. Baird. Mason also serves as a basketball official for the Ohio High School Athletic Association.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
08/04/2021 - Present
Robert W. Baird & Co. Inc. (Cincinnati - Downtown OH)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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