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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Cote is a financial advisor who has been in the industry since 2024. Simon is registered with Avantax Advisory Services. Simon offers financial planning, investment, retirement planning, insurance, business consulting, and legacy planning services to help clients with their future goals. Simon is also registered with the states of Maine, Massachusetts, New Hampshire, and Vermont. Simon's professional experience includes roles at TSS Wealth Management, LLC, Rheinstars Koeln Basketball Club, White Wings Basketball GmbH, Sprachhaus GmbH, and Avantax Investment Services Inc. Simon is a Series 66 and Series 7TO licensed advisor and holds a Securities Industry Essentials Examination (SIE). Simon is a client services associate at TSS Wealth Management, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NH
04/16/2024 - Present
Avantax Advisory Services (Lebanon NH)
BOTH
Issued 04/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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