Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Devore is a financial professional with over 8 years of experience in the securities industry. Simon holds the Series 7, Series 24, and Series 63 licenses. Simon is currently registered with Ba Securities, LLC in Pennsylvania. Prior to this, Simon was registered with Shelter Rock Capital Group LLC in New York. Simon is dedicated to providing clients with personalized financial advice and investment strategies.
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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2
PA
11/20/2023 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
NY
10/20/2016 - 04/10/2023
SHELTER ROCK CAPITAL GROUP LLC (NEW YORK NY)
NY
10/23/2014 - 10/20/2016
NORTH SEA SECURITIES L.P. (New York NY)
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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