Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Marozas is a financial advisor with LPL Financial LLC based in Bastrop, Texas. Mason has been in the industry since October 2019, previously working at ROYAL ALLIANCE ASSOCIATES, INC. Mason specializes in providing financial advice to individuals, businesses, and charitable organizations. Mason holds several licenses and certifications, including Series 66, Series 63, Series 7TO, and SIE. In addition to offering financial advice, Mason also provides insurance services through Synergy PHD.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
12/17/2021 - Present
LPL Financial LLC (BASTROP TX)
TX
10/15/2019 - 12/17/2021
ROYAL ALLIANCE ASSOCIATES, INC. (BASTROP TX)
BOTH
Issued 09/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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