Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Mason is an Investment Advisor Representative who has been in the financial industry since 2002. Richard is currently registered with Tamar Securities, LLC and has been with the firm since 2018. Prior to joining Tamar Securities, LLC, Richard was employed by PFS Investments Inc. Richard holds multiple licenses including Series 6, 63, 65 and 26. Richard has experience in a variety of investment areas and is a highly skilled and experienced advisor.
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.
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.
Alternative investments & professional alliance network
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/07/2020 - Present
Tamar Securities, LLC (WOODLAND HILLS CA)
CA
02/20/2002 - 02/20/2018
PFS INVESTMENTS INC. (PASADENA CA)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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