Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jurgen? Claim Your ProfileJurgen Simons is a financial advisor at Edward Jones with over 15 years of experience in the financial services industry. Jurgen has extensive experience in financial planning and portfolio management for individuals and businesses. Jurgen is a CERTIFIED FINANCIAL PLANNER™ and has passed the Series 7, Series 9, Series 10, Series 24, Series 55 and Series 66 exams. Prior to joining Edward Jones, Jurgen worked at Hilltop Securities Inc. and Hilltop Securities Independent Network Inc.. Jurgen is registered in 17 states and holds several designations. Jurgen is committed to providing personalized financial advice to help clients 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.
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.
See schedule d - miscellaneous
1
2
TX
05/23/2017 - Present
Edward Jones (MINEOLA TX)
TX
03/06/2012 - 05/03/2017
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DALLAS TX)
TX
08/28/2008 - 04/26/2017
HILLTOP SECURITIES INC. (DALLAS TX)
BOTH
Issued 10/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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