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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pauline? Claim Your ProfilePauline Simeonov is a registered investment advisor with Morgan Stanley. Pauline has been in the industry since 2000 and is licensed to provide investment advice in numerous states. Pauline has a diverse background in finance and has held previous positions at Citigroup Global Markets Inc. and Merrill Lynch. Pauline holds the Series 3, 7, and 66 licenses and the SIE exam. Pauline is currently affiliated with Morgan Stanley, where she is registered as an investment advisor representative in New Hampshire and Texas. Pauline has a strong commitment to providing her clients with personalized investment advice 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NH
02/11/2014 - Present
Morgan Stanley (GILFORD NH)
NH
02/10/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GILFORD NH)
NY
02/24/2000 - 02/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2008
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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