Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ledio? Claim Your ProfileLedio Simoni is a financial advisor in Jacksonville, Florida, with over 10 years of experience in the industry. Ledio is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and previously held positions with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Ledio holds Series 6, 7, 63, and 66 securities licenses. Ledio is experienced working with high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Ledio specializes in portfolio management for both individuals and businesses, as well as providing pension consulting and educational seminars. Ledio is a co-owner of several rental properties in the Jacksonville area.
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
FL
08/01/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
07/18/2016 - 06/19/2019
J.P. MORGAN SECURITIES LLC (Ponte Vedra FL)
FL
11/04/2013 - 07/26/2016
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 07/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2013
Series 6 - Investment Company Products/Variable Contracts 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 Ledio Simoni is the right advisor for you? Invested Better is here to help.
