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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 is a financial advisor with Cetera Investment Advisers LLC and has been in the financial industry since January 10, 1991. John Simonson has a wide range of experience in the financial services industry, having worked with several firms, including Morgan Stanley, First Financial Equity Corporation, and Merrill Lynch. John Simonson is registered as an Investment Advisor Representative in Arizona and Texas. John Simonson specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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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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 4/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/8/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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