Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Simor is a financial professional with over 25 years of experience in the industry. Anthony has a broad range of experience, having worked for both Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Anthony is currently registered with Osaic Wealth, Inc. and holds Series 6, 63, and 65 licenses. Anthony offers a variety of services including financial planning, portfolio management, and selection of other advisors. Anthony is committed to providing personalized service to his clients.
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
MI
05/14/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
10/20/1995 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MA
10/20/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Simor is the right advisor for you? Invested Better is here to help.
