Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Neumann Shaner is a financial advisor who has been in the industry since May 23, 2016. Simon is currently registered with Stonehaven, LLC. Simon has previously worked at Finalis Securities LLC and Old City Securities LLC. Simon is licensed to provide financial advice in Nevada.
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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NY
06/12/2024 - Present
Stonehaven, LLC (NEW YORK NY)
NY
04/11/2023 - 06/13/2024
FINALIS SECURITIES LLC (NEW YORK NY)
NY
11/17/2017 - 03/03/2023
OLD CITY SECURITIES LLC (NEW YORK NY)
BC
Issued 06/08/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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