Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Singer is an investment advisor representative with Kestra Advisory Services, LLC based in Encino, California. Simon has been in the financial industry since 1989 and has a strong background in financial planning, insurance, and investment advisory services. Simon is a Certified Financial Planner and holds several industry licenses. Simon is committed to providing personalized advice and guidance to help clients reach their financial goals. Prior to Kestra, Simon was associated with several other firms including Private Consulting Group, Inc., Woodbury Financial Services, Inc., Walnut Street Securities, Inc., and Ogilvie Security Advisors Corporation.
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.
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.
1
2
CA
04/21/2016 - Present
Kestra Advisory Services, LLC (ENCINO CA)
CA
11/12/2003 - 12/31/2005
PRIVATE CONSULTING GROUP, INC. (ENCINO CA)
MN
09/05/2002 - 11/14/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CA
08/16/2001 - 08/29/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IL
01/02/2001 - 08/16/2001
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
TX
09/10/1999 - 12/15/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IL
07/16/1997 - 09/10/1999
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
CA
03/04/1996 - 09/17/1997
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
DE
06/02/1992 - 03/01/1995
PML SECURITIES COMPANY (NEWARK DE)
MN
11/01/1989 - 06/02/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/01/1989 - 06/02/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/22/1987 - 11/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Simon Singer is the right advisor for you? Invested Better is here to help.
