Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mason is a financial advisor with over 25 years of experience in the financial services industry. Robert's previous firms include Morgan Stanley, Citigroup Global Markets, and Bear, Stearns & Co. Robert is currently an Investment Advisor Representative at J.P. Morgan Securities LLC. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and Series 63 licenses. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
12/19/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
06/01/2009 - 11/03/2017
MORGAN STANLEY (BOSTON MA)
MA
03/31/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
07/16/2002 - 04/09/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
CA
02/26/2001 - 08/20/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
02/01/2000 - 03/20/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
10/18/1996 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
01/06/1995 - 10/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
09/10/1993 - 01/11/1995
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
05/04/1993 - 08/25/1993
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 02/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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