Simon
Mo
First Heartland Consultants, Inc
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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
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,715,280,368
104
9,407
$182,341
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
First Heartland Capital
Metropolitan Life Insurance Company
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.
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