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Sharon Lynn Mason

Truist Investment Services, Inc.

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About Sharon Lynn Mason

Sharon Mason is a financial advisor with Truist Investment Services, Inc. Sharon has been in the financial services industry for over 18 years. Sharon has a Series 7, Series 31, Series 66 and SIE licenses.

Firm Information

Sharon Mason is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Sharon Mason’s Registration & Firm History

MD

11/02/2023 - Present

Truist Investment Services, Inc. (HUNT VALLEY MD)

MD

02/21/2006 - 01/11/2010

CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)

MD

05/27/2005 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 07/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/01/2022

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 05/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Lynn Mason.
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