linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Russell Mark Simon

Commonfund Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Russell? Claim Your Profile

About Russell Mark Simon

Russell Mark Simon is a financial professional with over 4 years of experience in the industry. Russell is currently registered with Commonfund Securities, Inc. and previously worked at ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Russell holds the Series 3, Series 7 and Series 66 licenses. Russell is registered with the state of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Russell Simon is currently registered with Commonfund Securities, Inc.. Commonfund Securities, Inc. is a Corporation formed in May 1997. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Russell Simon’s Registration & Firm History

CA

11/26/2018 - Present

Commonfund Securities, Inc. (SAN FRANCISCO CA)

CA

01/22/2014 - 08/14/2018

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN FRANCISCO CA)

Not sure if Russell Mark Simon is right for you?

Licenses & Designations

BOTH

Issued 03/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2014

Series 3 - National Commodity Futures Examination

BC

Issued 01/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Russell Mark Simon.
Not sure if Russell Mark Simon is right for you?