Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simone? Claim Your ProfileSimone Lane is a financial advisor with over 10 years of experience in the financial services industry. Simone currently holds a Series 66 license and a Series 7 license and is registered as an investment advisor representative with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Simone was a registered representative with First Allied Securities, Inc. Simone has been serving clients in Benicia, CA and the surrounding areas since 2008. Simone specializes in providing financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, businesses, and charitable organizations. Simone has a strong commitment to helping clients achieve their financial goals and is dedicated to providing personalized service and guidance.
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.
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
11/12/2020 - Present
Cetera Investment Advisers LLC (BENECIA CA)
CA
01/11/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BENICIA CA)
BOTH
Issued 04/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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