Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Linderbaum is an investment advisor representative associated with Charles Schwab & CO., Inc. Mason has been in the industry since August 28, 2004. Mason's licenses include Series 7, Series 66 and SIE. Mason has a current approved registration in Ohio for both IA and BC. Mason also has a current registration in California for BC. Prior to joining Charles Schwab & CO., Inc. Mason was also associated with Charles Schwab & CO., Inc. in Westlake, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
02/17/2006 - Present
Charles Schwab & CO., Inc. (Richfield OH)
TX
06/30/2004 - 12/19/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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