Mason Phillip Alexander

Current Employers

Employment History

• 01/2006 → 09/2020
  Securities Service Network
  Cincinnati, OH
• 09/2020 → 06/2024
  Securities America, Inc.
  Cincinnati, OH
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Cincinnati, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Cincinnati, OH

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Cincinnati, OH
  Cincinnati, OH
• 2013-11-12 → 2020-09-18
  Ssn Advisory, Inc.
  Cincinati, OH

Other Businesses

***CITY LINK POSITION: volunteer NATURE: volunteer at anti-poverty center INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2017 ADDRESS: 700 Bank St., Cincinnati OH 45214, United States DESCRIPTION: volunteer in classes at anti-poverty center ***DBA - MPA Financial Services ***MASON ALEXANDER POSITION: IAR NATURE: Registered Investment Advisory- SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2014 ADDRESS: 4240 Airport Rd., Suite 204, Cincinnati OH 45208, United States DESCRIPTION: investment services- RIA ***MASON ALEXANDER POSITION: owner/sales NATURE: Term life, fixed annuities, long term care insurance, disability insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2001 ADDRESS: 4240 Airport Rd., Suite 204, Cincinnati OH 45208, United States DESCRIPTION: Selling term life, disability, long term care, and health insurance as needed in course of financial planning. Updated: referring clients to health insurance licensed agent for which I would receive a one time $50 referral fee for each case.Updated: fixed annuities sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-12-03

Designations

Other Names

• Phillip Mason Alexander