Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Simmers is a financial advisor currently registered with SPC in Peoria, Arizona. David has been active in the financial services industry since 1984 and has held previous registrations with several firms including Woodbury Financial Services, Inc., Simmers Capital Management Corporation and Titan/Value Equities Group, Inc. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. David also offers educational seminars and consultation services.
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.
Consultation services
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.
Seminar attendance fees
1
2
AZ
12/19/2014 - Present
SPC (PEORIA AZ)
AZ
04/21/2003 - 08/12/2009
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
AZ
05/14/1992 - 04/22/2003
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
MN
01/09/1992 - 06/09/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
11/07/1989 - 01/03/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
06/08/1989 - 11/07/1989
VALUE EQUITIES CORPORATION
AZ
10/26/1988 - 06/12/1989
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
10/31/1987 - 10/31/1988
SME CAPITAL MANAGEMENT CORPORATION
NA
08/21/1985 - 10/31/1988
ADVANTAGE CAPITAL CORPORATION
NA
01/12/1984 - 09/04/1985
FIRST INVESTORS CORPORATION
IA
Issued 11/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Simmers is the right advisor for you? Invested Better is here to help.
