Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Joseph Simon is a financial advisor with over 25 years of experience in the financial services industry. George has been registered with Raymond James Financial Services Advisors, Inc. since 2020. Previously, George was a financial advisor with UBS Financial Services Inc. and Wells Fargo Advisors, LLC. George is also the President of Simon Financial Group, an independent advisor with Raymond James Financial 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MO
09/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (Chesterfield MO)
MO
06/22/2011 - 09/11/2020
UBS FINANCIAL SERVICES INC. (ST. LOUIS MO)
MO
01/01/2008 - 06/23/2011
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
05/28/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DES PERES MO)
IA
Issued 08/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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