Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Belinda Pitter is a financial advisor with over 20 years of experience in the industry. Simone is currently registered with Raymond James & Associates, Inc. and is located in Ponte Vedra Beach, Florida. Previously Simone has worked with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., VISION INVESTMENT SERVICES, INC., NORTHERN TRUST SECURITIES, INC., and SUNTRUST SECURITIES, INC. Simone has a wide range of experience in financial planning, portfolio management, and other advisory services. Simone Belinda Pitter is a highly qualified and experienced financial advisor who can help you reach your 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
FL
03/18/2021 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
11/23/2010 - 01/12/2021
MORGAN STANLEY (NAPLES FL)
FL
10/23/2009 - 12/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
01/22/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
FL
06/15/2005 - 11/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT.LAUDERDALE FL)
IL
01/07/2005 - 05/23/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
11/01/2004 - 05/19/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
GA
08/19/2003 - 10/18/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 09/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/2003
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
Not sure Simone Pitter is the right advisor for you? Invested Better is here to help.
