Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon MacKenzie-beevor is a financial advisor with over 15 years of experience in the industry. Simon is currently registered with Cowen and Co. in New York. Previously, Simon worked for Macquarie Capital (USA) Inc. and Goldman Sachs & Co. LLC, both also in New York. Simon holds Series 7, 32, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam.
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
NY
02/19/2020 - Present
Cowen AND Co. (NEW YORK NY)
NY
05/20/2019 - 12/06/2019
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
02/10/2005 - 09/06/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 03/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 32 - Limited Futures Exam-Regulation
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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