Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Simonian is a financial advisor with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since January 2, 2010. Michael is registered with the following regulatory bodies: FINRA and the states of Florida, Texas, and California. Michael specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/08/2022 - Present
Wells Fargo Clearing Services, LLC (DELTONA FL)
FL
10/06/2016 - 11/30/2020
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
PA
09/21/2016 - 10/03/2016
KEY INVESTMENT SERVICES LLC (ERIE PA)
PA
01/01/2010 - 09/21/2016
LPL FINANCIAL LLC (ERIE PA)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Simonian is the right advisor for you? Invested Better is here to help.
