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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 Miselis is an Investment Advisor Representative at HUB Investment Partners, LLC, a firm based in Austin, Texas. Simon has been in the industry since 2011 and has a Series 65 license. The advisor has experience working with individuals, high-net-worth individuals, corporations, non-profits, and state or municipal government entities. The advisor specializes in providing financial planning, portfolio management, and pension consulting 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
TX
01/04/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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