Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Mason is a financial advisor with over 24 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc., a firm with a focus on providing financial planning and investment management services to individuals, businesses, and institutions. Before joining Osaic Wealth, Michael worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. Michael holds the Series 6, 7, and 66 securities licenses, and is a registered representative in several states. Michael has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service.
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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UT
01/19/2024 - Present
Osaic Wealth, Inc. (BOUNTIFUL UT)
UT
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BOUNTIFUL UT)
UT
03/31/2009 - 03/01/2019
QUESTAR CAPITAL CORPORATION (BOUNTIFUL UT)
UT
10/17/2008 - 03/26/2009
BANCWEST INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
UT
07/23/2008 - 10/20/2008
WAMU INVESTMENTS, INC. (SALT LAKE CITY UT)
UT
04/14/2005 - 07/16/2008
COMMONWEALTH FINANCIAL NETWORK (CLEARFIELD UT)
MN
02/19/2003 - 04/14/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
10/23/2002 - 02/11/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MN
01/18/2001 - 09/17/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
05/15/2000 - 01/10/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
WI
10/13/1997 - 04/20/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/14/1997 - 12/31/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 05/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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