Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Bahena is a financial advisor with Equitable Distributors, LLC. Simon is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in multiple states, including North Carolina, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, New Hampshire, New York, Vermont, Virginia, West Virginia, and Wisconsin. Simon has over 2 years of experience in the financial services industry.
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.
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.
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NC
05/02/2023 - Present
Equitable Distributors, LLC (Charlotte NC)
BC
Issued 05/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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