Steven
Simon
Equity Services, Inc
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About this Advisor
Steven Simon is a financial advisor based in Beverly Hills, California, working with Equity Services, Inc. Steven has previously held positions at Aetna Life & Casualty and Equity Services, Inc. Steven has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Steven is part of Equity Services, Inc, which operates out of Beverly Hills, California. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Simon Work History
Equity Services, Inc
Aetna Life & Casualty
Disclosures
Please visit the SEC profile of Steven Simon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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