Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Nadler is a financial advisor with Wells Fargo Clearing Services, LLC, located in Plymouth Meeting, Pennsylvania. Simon has been in the financial industry since November 10, 2016. Simon holds Series 6, 7TO, 63 and SIE licenses and is registered in Pennsylvania. Simon has worked for several firms over the course of his career including LPL FINANCIAL CORPORATION, WELLS FARGO ADVISORS, LLC, PNC INVESTMENTS and FIRST INVESTORS CORPORATION. Simon is a specialist in a variety of investment areas including stocks, bonds, mutual funds, variable annuities and investment advisory services.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/17/2020 - Present
Wells Fargo Clearing Services, LLC (PLYMOUTH MEETING PA)
PA
11/19/2009 - 06/03/2010
LPL FINANCIAL CORPORATION (MEDIA PA)
PA
07/10/2007 - 07/22/2009
WELLS FARGO ADVISORS, LLC (WAYNE PA)
PA
09/15/2005 - 09/12/2006
PNC INVESTMENTS (MORTON PA)
NJ
02/28/2005 - 06/09/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 10/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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