Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Jones is a financial advisor with Steward Partners Investment Advisory, LLC. Simone has over 24 years of experience in the financial services industry. Simone is registered with the state of Georgia and holds Series 63, 66, and 7 licenses. Simone specializes in providing financial planning, pension consulting, and selection of other advisors for individuals, charitable organizations, and corporations. Simone's previous employers include Wells Fargo Advisors, LLC, Morgan Stanley, and Citigroup Global Markets Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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GA
11/01/2023 - Present
Steward Partners Investment Advisory, LLC (KENNESAW GA)
GA
08/26/2016 - 11/10/2023
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
GA
06/01/2009 - 09/02/2016
MORGAN STANLEY (ATLANTA GA)
GA
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
08/24/2005 - 12/15/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
04/06/2005 - 08/17/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MI
05/09/2003 - 04/04/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
10/01/1999 - 02/28/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
07/28/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 7/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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