Unclaimed
Michael Louis Simon is a financial advisor associated with Alphamark Advisors, LLC. Michael has been in the industry since April 1999 and is registered as an Investment Advisor Representative in Indiana, Kentucky and Ohio. Michael holds the Chartered Financial Analyst designation. Michael primarily works with high-net-worth individuals, trusts, charitable organizations, corporations and businesses. Michael focuses on portfolio management and financial planning services.
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.
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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KY
01/01/2000 - Present
Alphamark Advisors, LLC (FT. WRIGHT KY)
Active
Inactive
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