Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Darion Simon is a financial advisor registered with Fidelity Personal And Workplace Advisors. Michael has been in the securities industry since December 5, 2020 and is currently registered with Fidelity Personal And Workplace Advisors in Utah. Prior to joining Fidelity Personal And Workplace Advisors, Michael worked for WELLS FARGO CLEARING SERVICES, LLC in California from October 22, 2020 to April 29, 2021. Michael holds the Series 66, Series 7, and Series 6 TO licenses. Michael's specializations include asset allocation, financial planning, retirement planning, investment advisory services, and portfolio management.
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.
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.
1
2
UT
07/26/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
10/22/2020 - 04/29/2021
WELLS FARGO CLEARING SERVICES, LLC (BELLFLOWER CA)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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