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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sigmund Simonson has been providing investment advice to individuals and businesses for over 30 years. John began his career at Merrill Lynch and went on to work at Morgan Stanley and First Financial Equity Corporation before founding Simonson Wealth Management in 2016. John is a registered representative with Cetera Investment Advisers LLC and has a comprehensive understanding of the financial markets and a proven track record of success. John's expertise spans financial planning, pension consulting, portfolio management, and selection of other advisers. John is committed to providing personalized advice and working with clients to achieve 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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2
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Tucson AZ)
AZ
09/28/2016 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (Tucson AZ)
AZ
06/01/2009 - 10/04/2016
MORGAN STANLEY (TUCSON AZ)
AZ
07/13/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
AZ
02/20/2001 - 07/30/2007
CITIGROUP GLOBAL MARKETS INC. (TUCSON AZ)
NY
01/11/1991 - 02/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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