Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Simios is an investment professional with Cetera Investment Advisers LLC. Logan has been in the financial services industry for over 10 years and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Logan specializes in portfolio management for individuals and businesses, financial planning and pension consulting. They have experience working with various clients, including high net worth individuals, corporations, and pension plans.
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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IL
03/21/2024 - Present
Cetera Investment Advisers LLC (Itasca IL)
IL
11/12/2013 - 05/21/2019
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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