Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simler? Claim Your ProfileSimler Creig Batcheler is an investment professional with over 40 years of experience in the financial services industry. Simler is currently registered with LPL Financial LLC in Export, Pennsylvania. Simler is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant designation. Simler is also the owner of BAI TAX GROUP which provides tax preparation, accounting and CPA services. Simler specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
PA
08/02/2024 - Present
LPL Financial LLC (EXPORT PA)
PA
03/06/2012 - 08/02/2024
TRUSTMONT FINANCIAL GROUP, INC. (ALLISON PARK PA)
PA
08/21/1987 - 03/06/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ALLISON PARK PA)
NA
01/02/1987 - 09/04/1987
PML SECURITIES COMPANY
NA
11/21/1985 - 12/22/1986
CHUBB SECURITIES CORPORATION
NA
08/22/1983 - 03/10/1986
AETNA LIFE INSURANCE AND ANNUITY COMPANY
IA
Issued 05/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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