Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Elizabeth Mason is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the financial services industry. Paige is a Series 6, 7, 9, 10, 63, and 66 licensed professional. Paige's previous employment history includes roles at J.P. Morgan Securities LLC and Chase Investment Services Corp. Merrill Lynch, Pierce, Fenner & Smith Inc. is a large firm with a broad client base that includes high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm provides a range of services, including investment management, financial planning, and research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
11/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
MI
10/01/2012 - 11/16/2012
J.P. MORGAN SECURITIES LLC (TROY MI)
IL
04/09/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELMHURST IL)
BOTH
Issued 10/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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