Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simeon? Claim Your ProfileSimeon Bigney is a financial advisor registered with Fidelity Personal and Workplace Advisors. Simeon has been in the financial industry since September 2010 and has been associated with Fidelity Personal and Workplace Advisors since July 2018. Simeon holds several licenses, including Series 7, 63, 66, 9, and 10 and has passed the Securities Industry Essentials Examination (SIE). Simeon also has an approved registration for Investment Advisor in Texas and Utah. In addition to his work as a financial advisor, Simeon also works as a greens mower for Salt Lake County Recreation.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 04/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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