Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Azita? Claim Your ProfileAzita Simler is an investment advisor representative registered with Tradewinds Capital Management, LLC and has been in the industry since May 2012. Azita has a Series 66, Series 7 and SIE. Azita is also registered in Washington. Azita has been affiliated with Tradewinds Capital Management, LLC, Saturna Brokerage Services, INC and LPL FINANCIAL LLC in the past. Azita specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting. Azita is currently affiliated with Tradewinds Capital Management, LLC. Azita has been a part time employee of Nathan Simler Ballroom, a non-investment related business that provides ballroom dance instruction and training. Azita handles bookkeeping, website, marketing and related office support functions.
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.
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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WA
11/19/2019 - Present
Tradewinds Capital Management, LLC (BELLINGHAM WA)
WA
01/11/2013 - 06/11/2019
SATURNA BROKERAGE SERVICES, INC (BELLINGHAM WA)
WA
05/08/2012 - 01/17/2013
LPL FINANCIAL LLC (BELLINGHAM WA)
BOTH
Issued 06/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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