Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eran? Claim Your ProfileEran Ben-simon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Eran has been working in the financial services industry since 2015, and has been registered in multiple states. Eran has experience working with clients such as high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and insurance companies. Eran specializes in portfolio management for businesses and individuals, as well as providing performance measurement reports, allocation modeling, IPS, research reports and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
01/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
10/20/2015 - 11/30/2018
J.P. MORGAN SECURITIES LLC (SKOKIE IL)
IL
11/18/2014 - 01/21/2015
AXA ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 05/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eran Ben-simon is the right advisor for you? Invested Better is here to help.
