Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Robert Hamilton is a financial advisor with over 30 years of experience in the industry. He has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, corporations, and institutions. Simon is a registered representative of Raymond James & Associates, Inc., and holds a variety of licenses and certifications, including Series 7, Series 24, Series 31, Series 63, and Series 65. Simon is also a former advisor with Robert W. Baird & Co. Incorporated, Ferris, Baker Watts Incorporated, Citigroup Global Markets Inc., DMG Securities, Inc., and F.N. Wolf & Co., Inc. Simon provides a variety of financial services to his clients, including financial planning, portfolio management, investment advice, and retirement planning. He is committed to helping his clients 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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
09/21/2022 - Present
Raymond James & Associates, Inc. (Reston VA)
VA
07/20/2007 - 09/27/2022
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
VA
08/25/2003 - 08/02/2007
FERRIS, BAKER WATTS INCORPORATED (RESTON VA)
NY
11/25/1998 - 08/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
VA
07/01/1994 - 12/03/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
NA
10/21/1991 - 07/14/1994
F.N. WOLF & CO., INC.
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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