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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 Matthew Holford is an investment advisor representative with Pasadena Private Wealth, LLC. Simon has been in the financial services industry for over 20 years. Simon is licensed to provide investment advice in California, Hawaii, and Texas. Simon has held a Series 7, Series 31, and Series 66 license. In addition, Simon holds the Securities Industry Essentials (SIE) certification. Previously, Simon was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments, and Pensionmark Securities, LLC. Simon is also a general partner in Pasadena Private Real Estate, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/06/2019 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
CA
05/18/2020 - 05/02/2024
PENSIONMARK SECURITIES, LLC (Pasadena CA)
CA
05/18/2018 - 12/20/2019
PURSHE KAPLAN STERLING INVESTMENTS (Pasadena CA)
CA
01/01/2001 - 05/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
BOTH
Issued 03/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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