Unclaimed
Sabrina Mason is a financial advisor registered with Valic Financial Advisors, Inc. Sabrina has been in the industry since 1994 and is licensed to provide advice in Illinois and Indiana. Sabrina has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Sabrina offers a variety of services to her clients, including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
IL
07/11/2023 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
IL
05/28/2019 - 07/07/2023
PRUCO SECURITIES, LLC. (Matteson IL)
IL
06/09/2011 - 05/09/2019
ALLSTATE FINANCIAL SERVICES, LLC (CHICAGO IL)
IL
11/04/2009 - 12/03/2010
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
05/29/2007 - 12/01/2009
CITIGROUP GLOBAL MARKETS INC. (CALUMET CITY IL)
IL
04/15/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
NY
05/31/1995 - 12/13/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
10/03/1994 - 06/01/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CO
04/15/1994 - 06/02/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NJ
04/16/1993 - 03/01/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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