Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brett Simon is a financial professional with over 20 years of experience in the industry. Adam Brett Simon is currently registered with Centaurus Financial, Inc. and is based in Sandy Springs, Georgia. Adam Brett Simon has also held previous positions at J.P. Turner & Company, L.L.C., LH ROSS & COMPANY, INC., BILTMORE SECURITIES, INC. and DEAN WITTER REYNOLDS INC.. Adam Brett Simon holds a Series 63, 65, 7, 24, 27, 31, 4, 52TO, 53, 55, 57TO, 79TO, 99TO and SIE license. Adam Brett Simon specializes in providing financial advice to individuals, corporations, and high-net-worth individuals. Adam Brett Simon's firm, Centaurus Financial, Inc., offers a range of investment services, including financial planning, portfolio management, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/08/2016 - Present
Centaurus Financial, Inc. (SANDY SPRINGS GA)
GA
02/03/2005 - 12/31/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
FL
07/19/2000 - 01/20/2005
LH ROSS & COMPANY, INC. (BOCA RATON FL)
FL
02/20/1998 - 08/28/1998
BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)
NY
01/08/1998 - 02/18/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
12/10/1996 - 01/09/1998
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 01/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/20/1997
Series 4 - Registered Options Principal Examination
BC
Issued 09/03/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Adam Simon is the right advisor for you? Invested Better is here to help.
