Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Simon Dirou is a financial advisor at Truist Advisory Services, Inc. Mark has been in the industry since 2012. Mark has worked with Amerant Investments, Inc., Citigroup Global Markets Inc., PNC Investments, and J.P. Morgan Securities LLC. Mark is registered with the state of Texas. Mark is a CERTIFIED FINANCIAL PLANNER™. Mark specializes in portfolio management for individuals and businesses.
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.
Wrap fee product and financial profiling services using desktop software
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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2
TX
02/25/2022 - Present
Truist Advisory Services, Inc. (SUGAR LAND TX)
TX
04/13/2020 - 02/10/2022
AMERANT INVESTMENTS, INC. (Houston TX)
FL
04/25/2017 - 03/26/2020
CITIGROUP GLOBAL MARKETS INC. (BOYNTON BEACH FL)
FL
04/17/2014 - 05/02/2017
PNC INVESTMENTS (LAKE WORTH FL)
FL
10/01/2012 - 04/25/2014
J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)
FL
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DELRAY BEACH FL)
IA
Issued 09/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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