Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Simoni is an investment advisor representative at Kingsview Wealth Management, LLC. Logan is registered with the state of California. Logan has been in the industry since 2023. Logan has a Series 66 license and is a graduate of Cal Poly Humboldt and College of Redwoods. Logan also works for Simoni Lawns.
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.
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.
Strategic management for diversified investment portfolios.
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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10/15/2024 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
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Inactive
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