Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Simonis is a financial advisor at Osaic Wealth, Inc. Clarence has over 40 years of experience in the financial services industry. Clarence has a wide range of experience and expertise in financial planning, portfolio management, and retirement planning. Clarence is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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MI
11/03/2023 - Present
Osaic Wealth, Inc. (BLOOMFIELD HILLS MI)
MI
12/01/2011 - 11/03/2023
FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
MI
06/10/2010 - 11/15/2011
CAPITAL ANALYSTS, INCORPORATED (TROY MI)
MI
06/26/1996 - 05/25/2010
TOWER SQUARE SECURITIES, INC. (TROY MI)
GA
08/15/1994 - 06/27/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
10/13/1988 - 08/15/1994
TRAVELERS EQUITIES SALES, INC.
CA
09/26/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
DE
02/20/1987 - 06/02/1988
PML SECURITIES COMPANY (NEWARK DE)
NA
08/31/1982 - 09/10/1984
METLIFE SECURITIES INC.
NA
08/31/1982 - 09/10/1984
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 08/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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