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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 Tuman is a financial advisor with Miracle Mile Advisors, LLC, based in Los Angeles, CA. Simon specializes in providing investment advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Simon has been in the financial services industry since 2012, holding various positions with CETERA Advisors LLC, CETERA FINANCIAL SPECIALISTS LLC, and Summit Brokerage Services, Inc. Simon is a Series 63 and Series 65 licensed advisor.
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.
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.
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.
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CA
05/25/2022 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
CA
09/10/2018 - 11/19/2021
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
09/10/2018 - 11/19/2021
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
09/10/2018 - 11/19/2021
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
09/10/2018 - 11/19/2021
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
05/18/2017 - 11/19/2021
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
09/10/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
07/01/2015 - 04/07/2017
CETERA ADVISORS LLC (EL SEGUNDO CA)
WA
09/03/2013 - 11/18/2014
U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)
WA
02/13/2012 - 06/01/2012
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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