Unclaimed
Simon Leon Stambouli is a financial advisor affiliated with Northwestern Mutual Investment Services, LLC, a leading financial services provider. Simon's practice is based in Aventura, FL. Simon holds Series 6 and 63 securities licenses and is registered in Florida. Simon has been in the financial services industry since August 30, 2018. Simon is committed to providing clients with personalized financial guidance and investment strategies designed to help them achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
08/31/2018 - Present
Northwestern Mutual Investment Services, LLC (AVENTURA FL)
BC
Issued 12/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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