Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mason is a financial advisor with over 14 years of experience in the industry. Michael has a Series 6, 63, and 65 licenses, as well as the SIE. Michael is currently registered with Osaic Wealth, Inc. in North Carolina and has previously been with TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC in Charlotte. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael is committed to providing clients with personalized financial advice and guidance to help them 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.
A percentage of the total value of assets under management is charged.
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2
NC
08/23/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
04/11/2022 - 08/23/2024
TRIAD ADVISORS LLC (Charlotte NC)
NC
05/16/2012 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
01/01/2010 - 11/30/2011
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
IA
Issued 12/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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