Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayna? Claim Your ProfileShayna Amalie Lebowitz is a financial advisor with Mason Investment Advisory Services Inc., a firm that specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Shayna is registered with the state of Virginia and holds Series 7 and Series 63 licenses. Shayna has been in the financial services industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, families, 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.
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.
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VA
09/19/2023 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
VA
07/24/2007 - 08/05/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARLINGTON VA)
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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