Simon
Mo

First Heartland Consultants, Inc

CRD#2292637
Investment Advisor
in Clermont, FL

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About this Advisor

Simon Mo is a financial advisor based in Clermont, Florida, working with First Heartland Consultants, Inc. Simon has previously held positions at Metropolitan Life Insurance Company, Metlife Securities Inc, and First Heartland Capital. Simon has passed the Series 63 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Simon is part of First Heartland Consultants, Inc, which operates out of Clermont, Florida. The firm has 77 offices and 104 employees. The firm manages assets totaling $1.7 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at First Heartland Consultants, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Clermont, FL

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,715,280,368

FL Average: $11,469,110,461
Total Number of Employees

104

FL Average: 458
Total Number of Accounts

9,407

FL Average: 33,415
Average Account Size

$182,341

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Simon Mo Work History

2016 - Present (8 years)

First Heartland Capital

1992 - 2016 (24 years)

Metropolitan Life Insurance Company

1992 - 2016 (24 years)

Metlife Securities Inc

Disclosures

Please visit the SEC profile of Simon Mo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Heartland Consultants, Inc

Ryan Beyel
Hillsborough, NJ
Jessica Durand
Hardin, IL
Sarah Molitor
Lake Saint Louis, MO
Evin Lantz
Rochester, MN
Joe Selby
Jonesboro, AR
Adam Higgins
Spartanburg, SC
Robert Turner
Jackson, MS
David Hermann
Tucson, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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