Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shimon? Claim Your ProfileShimon Willig is a financial advisor with MWM Group LLC. Shimon has been in the financial industry since 2021. Shimon is registered with the state of New York. Shimon provides financial advice to individuals, businesses, and trusts. Shimon offers investment advisory services including financial planning, portfolio management, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
10/09/2024 - Present
MWM Group LLC (CEDARHURST NY)
BOTH
Issued 08/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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