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Michelle Leigh Mason

P.j. Robb Variable, LLC

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About Michelle Leigh Mason

Michelle Mason is a financial advisor at P.j. Robb Variable, LLC, located in Charlotte, North Carolina. Michelle has been in the financial services industry since February 4, 2010. Michelle is registered with FINRA and holds Series 7, Series 66, and SIE licenses. Michelle has a current registration with North Carolina. Michelle previously worked at BB&T Investment Services, Inc. in Lexington, North Carolina.

Firm Information

Michelle Mason is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michelle Mason’s Registration & Firm History

NC

12/22/2014 - Present

P.j. Robb Variable, LLC (Charlotte NC)

NC

11/04/2009 - 09/19/2014

BB&T INVESTMENT SERVICES, INC. (LEXINGTON NC)

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Licenses & Designations

BOTH

Issued 12/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Leigh Mason.
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