Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mason? Claim Your ProfileMason Sang-jin Mah is a registered investment advisor representative at Dunham & Associates Investment Counsel, Inc. Mason holds a Series 66 license and has been in the industry since May 2024. Mason has previously worked at various firms in San Diego, CA. The advisor specializes in asset allocation, financial planning, and portfolio management services. The advisor works with individuals, businesses, investment companies, and other clients.
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.
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.
Asset-allocation services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/21/2024 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
Active
Inactive
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