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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Simeon is a financial advisor with Perennial Financial Services. Simeon has been in the financial services industry since 1994 and holds Series 6, 7, 63, 66, and SIE licenses. Simeon works with individuals, families, and businesses to help them achieve their financial goals. Simeon's areas of specialization include financial planning, investment management, retirement planning, and college savings. Simeon also provides investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm. Simeon is committed to providing his clients with personalized financial advice and exceptional customer service.
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.
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.
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2
CA
05/02/2024 - Present
Perennial Financial Services (LOS ANGELES CA)
MA
05/09/2006 - 05/14/2024
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
10/03/1994 - 05/03/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 10/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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