Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Simoni is a financial advisor at Wells Fargo Clearing Services, LLC. Armando has been in the financial services industry since 2008 and has extensive experience in providing financial advice to individuals and businesses. Armando specializes in a variety of investment services, including financial planning, portfolio management, and investment consulting. Armando is committed to providing his clients with personalized financial advice that meets their individual needs. Armando is registered with the state of Missouri. In addition to Armando's professional experience, Armando is also an active member of the community and is involved in several charitable organizations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/20/2017 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
BOTH
Issued 01/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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