Unclaimed
Mason Melton is a financial advisor who has been in the industry since August 19, 2015. Mason is currently registered with Zions Direct, Inc. and is licensed to provide financial advice in 13 states, including Texas, California, and Arizona. Mason has a Series 63, Series 79, and SIE license. Prior to joining Zions Direct, Inc., Mason worked at J.P. MORGAN SECURITIES LLC.
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.
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.
1
2
TX
06/04/2021 - Present
Zions Direct, Inc. (Houston TX)
TX
08/14/2015 - 05/28/2021
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BC
Issued 09/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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