Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Lee Mason is an investment advisor representative at Edward Jones, a firm with over 20,000 employees and more than 2.7 million clients. Ryan is licensed to provide investment advice and services in multiple states. Ryan has been active in the financial services industry since 2001 and has a wealth of experience working with both individuals and businesses. Ryan is dedicated to providing his clients with personalized financial advice and services tailored to their specific needs. Ryan has experience providing financial planning, portfolio management, and selection of other advisers. He is also skilled in serving clients in various industries, including corporations, charitable organizations, individuals, pension plans, and partnerships.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OK
12/11/2018 - Present
Edward Jones (TULSA OK)
CA
06/06/2008 - 09/18/2017
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MA
11/13/2001 - 06/02/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 04/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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