Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Marshburn is a registered representative with Next Financial Group, Inc. Mason has been in the industry since 2020 and is registered to conduct business in California. Mason has passed the Series 7TO, SIE and Series 66 examinations and has experience providing financial planning services.
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.
Seminar/workshop attendance fees
1
2
CA
07/28/2021 - Present
Next Financial Group, Inc. (CHICO CA)
BOTH
Issued 07/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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