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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Simmons is a financial advisor with Mercer Global Advisors Inc. Michael has over 20 years of experience in the financial services industry. Michael is a Certified Financial Planner and holds the Series 7, 9, 10, 31, 63 and 65 licenses. Michael specializes in providing financial planning, portfolio management, and trust services to individuals, families, businesses, and retirement plans. Michael is committed to providing clients with personalized financial advice and guidance.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
01/12/2024 - Present
Mercer Global Advisors Inc. (Denver CO)
CO
08/12/2006 - 11/13/2007
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
KS
07/27/2005 - 08/12/2006
INVEST FINANCIAL CORPORATION (OTTAWA KS)
NE
09/30/2004 - 05/19/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
01/31/2000 - 03/12/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
08/07/1998 - 12/15/1999
AFS BROKERAGE, INC. (AUSTIN TX)
NY
04/03/1997 - 01/14/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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