Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Schram is an investment advisor representative associated with World Investment Advisors, LLC. Mason has been in the securities industry for over 6 years. Mason currently holds Series 7, Series 24 and Series 66 registrations and has been actively registered as an investment advisor representative in Missouri since March 25, 2024. Mason's past work experience includes AE FINANCIAL SERVICES, LLC in Topeka, KS and FSC SECURITIES CORPORATION in ATLANTA, GA. Mason's client types include high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations and pooled investment vehicles.
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.
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2
MO
03/25/2024 - Present
World Investment Advisors, LLC (Kansas City MO)
KS
05/05/2022 - 03/11/2024
AE FINANCIAL SERVICES, LLC (Topeka KS)
GA
10/08/2020 - 04/29/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 04/29/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/08/2020 - 04/29/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/08/2020 - 04/29/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NE
03/27/2018 - 04/29/2022
SECURITIES AMERICA, INC. (Omaha NE)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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