Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Aaron Simon is a financial advisor with over 15 years of experience in the financial industry. Chad has a wide range of experience in the investment industry, including working as a Financial Advisor, and as a Senior Vice President at Managed Asset Portfolios, LLC. Chad holds Series 63, Series 65, Series 7 and Series 6TO licenses. Chad has a long history of working with clients to develop and implement personalized financial plans. Chad has a strong commitment to providing his clients with the highest quality of 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.
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.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
07/29/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
IL
02/15/2006 - 11/26/2007
TRANSMARKET GROUP L.L.C. (CHICAGO IL)
BC
Issued 05/27/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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