Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Alexander is a financial advisor with over 20 years of experience in the industry. Mason has worked for several firms including Securities America, Inc. and Securities Service Network, LLC before joining Osaic Wealth, Inc. in June 2024. Mason holds Series 63, Series 24, and Series 7 licenses, as well as the SIE exam, and is a Certified Financial Planner. Mason's specialties include financial planning, portfolio management, and pension consulting. Mason provides financial advice to individuals, families, and businesses.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
01/04/2006 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (CINCINNATI OH)
OH
08/23/2001 - 12/31/2005
INTERACTIVE PLANNING CORP. (CINCINNATI OH)
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mason Alexander is the right advisor for you? Invested Better is here to help.
