Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Blank is a registered representative with Jefferies LLC in Charlotte, NC. Simon has been in the industry since December 6, 2010. Simon's previous experience includes roles at Wells Fargo Securities, LLC and Sagent Advisors, LLC, both in Charlotte, NC. Simon is a Series 63, Series 79, and SIE licensed representative.
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
11/05/2018 - Present
Jefferies LLC (CHARLOTTE NC)
NC
09/17/2012 - 11/20/2018
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
12/03/2010 - 09/12/2012
SAGENT ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 11/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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