Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kendall Mason is a financial advisor with over 7 years of experience in the industry. Matthew is a Certified Financial Planner™ professional and holds Series 7, Series 63, and Series 65 licenses. Matthew is currently registered with Stifel, Nicolaus & Company, Inc., and is licensed to provide financial services in 30 states. Previously, Matthew worked at Vanguard Marketing Corporation in Scottsdale, Arizona. Matthew's areas of expertise include financial planning, portfolio management, and investment advisory services. Matthew is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/21/2021 - Present
Stifel, Nicolaus & Company, Inc. (CHICO CA)
AZ
09/13/2016 - 08/25/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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