Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Vinocour McKeever is a financial advisor with over 15 years of experience in the financial industry. Simone is currently registered as a registered representative with Morgan Stanley and has held previous roles at RBC Capital Markets, LLC and BNP Paribas Securities Corp. Simone is a Series 7 and 66 licensed professional. Simone holds registrations in 27 states and is actively involved in various community organizations, including The Financial Women's Association and BIG (Business Impact Group) Manhattan. Simone's expertise includes financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/09/2021 - Present
Morgan Stanley (New York NY)
NY
12/06/2013 - 10/19/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
11/10/2004 - 07/08/2013
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 09/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Simone Vinocour mckeever is the right advisor for you? Invested Better is here to help.
