Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Simon is an investment advisor representative with City National Rochdale. Michael has been in the industry since April 2021. Michael has Series 7TO and Series 66 securities registrations as well as a state investment advisor registration. Michael's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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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CA
07/12/2021 - Present
City National Rochdale (IRVINE CA)
BOTH
Issued 07/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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