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AM

Aaron M. Mendelson

MASON SECURITIES
Reston, VA 20190
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CRD#: 6844414
AM

Professional summary


Aaron Michael Mendelson, AIF® is a registered financial professional currently at MASON SECURITIES, INC. located in Reston, Virginia.

Aaron is registered as a RR (Registered Representative) and started their career in finance in 2021. Aaron has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Aaron Michael Mendelson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

November 15, 2021 - Present

MASON SECURITIES, INC.

Office #1: 11921 Freedom Drive Suite 1000, Reston, VA 20190
BD
CRD#: 12967
Reston, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/28/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2021
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MASON SECURITIES, INC.
MASON SECURITIES, INC.

CRD#: 12967 / SEC#: , 8-28378

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
11921 Freedom Drive Suite 1000, Reston, VA 20190
Mailing Address
11921 Freedom Drive Suite 1000, Reston, VA 20190
Phone number
(703) 716-6000
Established
Delaware since 07/09/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MASON INTERNATIONAL, INC.SHAREHOLDER
DELANEY, JOHN MURPHYCHIEF COMPLIANCE OFFICER6877307
GEORGE, SCOTT STANLEYPRESIDENT, TREASURER AND DIRECTOR1399567
MASON, WILLIAM NOYES IIIDIRECTOR, VICE-PRESIDENT, AND CHAIRMAN OF THE BOARD322341
SCHREINER, CHRISTOPHER LEECHIEF OPERATING OFFICER3154419

Disclosures


Regulatory Event2

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MASON SECURITIES, INC.

CRD#: 12967Reston, VA 20190

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