Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Moncherie? Claim Your ProfileMoncherie Lenae Mason is a financial advisor with Missionsquare Retirement. Moncherie has been in the financial services industry since 2003. Moncherie is registered with the Securities and Exchange Commission (SEC) and the state of Colorado. Moncherie has a Series 7, Series 63, and Series 66 license. Moncherie also holds the SIE designation. Moncherie is a registered representative with Missionsquare Retirement and an investment advisor representative with ICMA-RC Services, LLC. Moncherie has experience working with LPL Financial LLC, Principal Securities, Inc., Wells Fargo Funds Distributor, LLC, Old Mutual Investment Partners, Northern Trust Securities, Inc., Dean Witter Reynolds Inc., and Banc of America Investment Services, Inc. Moncherie specializes in portfolio management for individuals and businesses. Moncherie is also the President/CEO of Cornerstone Tax and Financial Solutions, a tax preparation firm. Moncherie is a member of the Board of Trustees of the Blackhawks Youth Organization and Treasurer of Second Chance Center.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
03/20/2020 - Present
Missionsquare Retirement (WASHINGTON DC)
CO
12/20/2017 - 08/26/2019
LPL FINANCIAL LLC (DENVER CO)
CO
05/30/2012 - 12/13/2017
PRINCIPAL SECURITIES, INC. (DENVER CO)
NC
09/08/2008 - 01/05/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
CO
11/15/2005 - 07/21/2008
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
IL
02/21/2001 - 10/31/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
03/23/2000 - 01/04/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
01/26/2000 - 05/10/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Moncherie Mason is the right advisor for you? Invested Better is here to help.
