Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zurich? Claim Your ProfileZurich Simon is a financial professional registered in Arizona, California, and Oregon. Zurich is currently employed by State Farm VP Management Corp. and has been in the industry since December 30, 2020. Zurich has passed the Series 63, Series 6TO, and SIE exams and is registered with FINRA.
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.
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.
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2
CA
09/22/2021 - Present
State Farm VP Management Corp. (Pinole CA)
CA
01/11/2019 - 10/02/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 01/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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