Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Michael Simchowitz is a financial advisor with RMR Wealth Builders, Inc. located in Montclair, New Jersey. Stuart has been in the industry for over 35 years and has experience with several firms, including Calton & Associates, Inc. He holds Series 6, 62, 63, 65, 24, and 26 licenses. Stuart has a strong commitment to providing financial planning, pension consulting, and portfolio management services.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/05/2024 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
10/16/2014 - 03/31/2022
CALTON & ASSOCIATES, INC. (Montclair NJ)
NY
06/16/2008 - 04/01/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (SCARSDALE NY)
NY
05/18/2007 - 11/12/2008
NRP FINANCIAL, INC. (WHITE PLAINS NY)
NY
06/16/2008 - 06/16/2008
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
08/04/2004 - 05/21/2007
BCG SECURITIES, INC. (WHITE PLAINS NY)
CA
08/01/2003 - 08/05/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
10/22/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
09/16/1992 - 10/19/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
12/18/1989 - 09/30/1992
MONY SECURITIES CORP. (NEW YORK NY)
NA
12/17/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NY
10/07/1986 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
04/06/1989 - 07/20/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NY
10/07/1986 - 03/28/1989
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 07/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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