Unclaimed
Mason Wayne Cude is an investment advisor representative with Osaic Wealth, Inc. Mason has been in the industry since 2022 and is licensed in Oklahoma and Texas. Mason is also licensed to provide investment advisory services in 10 states. Mason has passed the Series 66, Series 7 and SIE exams. Previous to joining Osaic Wealth, Inc., Mason worked at Arvest Wealth Management.
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.
1
2
OK
07/15/2024 - Present
Osaic Wealth, Inc. (EDMOND OK)
OK
03/22/2022 - 05/07/2024
ARVEST WEALTH MANAGEMENT (SHAWNEE OK)
BOTH
Issued 05/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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