Unclaimed
Timothy Mason is a financial advisor with Ausdal Financial Partners, Inc., in Joliet, IL. He has been in the financial services industry since June 2015. Timothy holds the Series 7, Series 66, and SIE securities licenses. He is also registered as an investment advisor representative in Illinois. Timothy is a Certified Financial Planner. His firm provides a wide range of financial services to 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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
01/05/2016 - Present
Ausdal Financial Partners, Inc. (JOLIET IL)
BOTH
Issued 07/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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