Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Mitchell Simon is a financial professional with over 30 years of experience in the industry. Saul is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. and has experience with various financial products and services. Saul has previously worked with firms such as The Lincoln National Life Insurance Company, Veravest Investments, Inc. and Equity Services, Inc. Saul is a licensed financial advisor in a variety of states.
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.
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.
1
2
FL
01/24/2025 - Present
Osaic Wealth, Inc. (Boca Raton FL)
IN
12/05/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/05/1991 - 12/05/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
VT
09/17/1986 - 11/04/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/29/1985 - 09/25/1986
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 08/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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