Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Robert Degenkolb is an investment advisor representative with First Trust Advisors LP, a firm headquartered in Wheaton, Illinois. Mason has been in the financial services industry since August 2023. Mason holds the Series 7TO, Series 66, and SIE licenses. First Trust Advisors LP provides investment management services to a variety of clients, including individuals, families, businesses, institutions, and pooled investment vehicles. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and is also registered with the state of Illinois.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
09/11/2023 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 07/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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