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Simon Binghui Mo

First Heartland Consultants, Inc.

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About Simon Binghui Mo

Simon Binghui Mo is a financial advisor at First Heartland Consultants, Inc. Simon Mo has been in the financial industry since October 1993. Simon Mo is registered with the state of Florida and New Jersey. Simon Mo is also registered with FINRA. Simon Mo has experience providing financial advice to individuals and businesses. Simon Mo also provides financial planning and pension consulting services.

Firm Information

Simon Mo is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Simon Mo’s Registration & Firm History

FL

12/14/2016 - Present

First Heartland Consultants, Inc. (CLERMONT FL)

NJ

10/19/1993 - 12/05/2016

MSI FINANCIAL SERVICES, INC. (EDISON NJ)

NJ

10/19/1993 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (EDISON NJ)

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Licenses & Designations

BC

Issued 05/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/18/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Simon Binghui Mo. Review regulatory record here.
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