Jeffrey
Mase

Fsc Securities Corporation

CRD#4324790
Investment Advisor
in Ellenton, FL

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About this Advisor

Jeffrey Mase is a financial advisor based in Ellenton, Florida who has 17 years of industry experience. Mase is an employee of Fsc Securities Corporation. The advisor has gained experience at Fsc Securities Corporation and Csenge Advisory Group, LLC. Mase has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Montana. Fsc Securities Corporation is a registered investment company headquartered in Atlanta, GA. The company has offices in 334 locations and a total of 2,174 people on staff. It administers $12 billion in assets between its 52,792 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 94 charitable organizations. Of its 52,792 accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Fsc Securities Corporation has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Fsc Securities Corporation can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Ellenton, FL

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

FL Average: $3,570,121,308
Total Number of Employees

2,174

FL Average: 58
Total Number of Accounts

52,792

FL Average: 1,608
Average Account Size

$222,489

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Mase Work History

Jeffrey has been registered as a financial advisor for 17 years.*

2005 - Present (19 years)

Fsc Securities Corporation

2011 - 2019 (8 years)

Csenge Advisory Group, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Mase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsc Securities Corporation

Philip Moston
Thousand Oaks, CA
William Howard
Marietta, GA
Deepa Gibbons
Atlanta, GA
Patricia Elebash
Atlanta, GA
Judith Plain
Pittsford, NY
Matthew Webb
Lubbock, TX
Tal Diekvoss
Milwaukee, WI
Mark Brower
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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