Shania Mason
Investment Adviser Representative at United Brokerage Services Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shania Mason is an investment adviser representative with United Brokerage Services Inc in Raleigh, NC, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina and Virginia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Virginia
- Broker:
3 states and territories
Louisiana, North Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mattawan High SchoolAug 2013 – May 2017Mattawan, MI
- Angelo's Italian EateryJun 2016 – Jun 2017Mattawan, MI
- Mary KayJul 2017 – Nov 2017Marcellus, MI
- Padnos International CenterAug 2018 – Nov 2019Allendale, MI
- Title Boxing Club GrandvilleDec 2019 – Aug 2020Grandville, MI
- Grand Valley State UniversityAug 2017 – Apr 2021Allendale, MI
- UnemployedApr 2021 – Sep 2021Grand Rapids, MI
- Shania MasonDec 2024 – no end date reportedRaleigh, NC
- UnemployedJun 2022 – Sep 2022Raleigh, NC
- On LocationOct 2022 – Sep 2023Raleigh, NC
- On LocationSep 2023 – Nov 2024Raleigh, NC
- French Ministry of Education and Cultural Services of the FrenchSep 2021 – May 2022Roche-la-Moliere
- Dillon BurdetteJun 2025 – Dec 2025Raleigh, NC
- Equitable Advisors, LLCJan 2026 – Apr 2026New York, NY
- United Brokerage Services, Inc.Apr 2026 – no end date reportedRaleigh, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Brokerage Services Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, retirement planning, personalized investment guidance, small business lending (including commercial real estate loans and lines of credit), and online and mobile banking options.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 57
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Parkersburg, WV
- SEC file number:
- 801-80804
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at United Brokerage Services Inc
Showing 12 of 57 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shania Mason has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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