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 professional with a focus on investment banking. Robert holds Series 79TO and SIE licenses and is registered with FINRA as a broker. He is currently employed by Jefferies LLC, a well-established investment banking firm, in Charlotte, NC. Robert has been in the industry since 2024 and is dedicated to providing financial advice and services to his clients.
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.
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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NC
08/05/2024 - Present
Jefferies LLC (CHARLOTTE NC)
BC
Issued 08/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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