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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shondria? Claim Your ProfileShondria S. Simmons is a financial advisor with over 10 years of experience in the industry. She is currently registered with LPL Financial LLC and has held previous positions at First Southeast Investor Services, Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., MML Investors Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shondria Simmons specializes in providing financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations. She is also a registered representative with Series 7, 31, and 63 licenses, as well as the SIE exam.
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.
Consulting and other non-discretionary advisory services
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
GA
05/13/2014 - Present
LPL Financial LLC (WINDER GA)
SC
06/26/2009 - 05/22/2014
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
SC
04/02/2007 - 06/25/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLESTON SC)
SC
09/26/2006 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLESTON SC)
MA
05/23/2005 - 09/29/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/29/2003 - 02/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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