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Michael Simon, CFP®

Michael Simon, CFP®

Senior Vice President - Investments

location of Michael Simon, CFP®UBS Financial Services

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  • Timeline

  • About me

    Financial Advisor - Senior Vice President - Investments at UBS Financial Services

  • Education

    • Marietta College

      -
      Bachelor of Arts - BA Accounting

    • Seton Hall University

      1978 - 1982
      Master of Business Administration (M.B.A.) Finance, General

    • Marietta College

      1974 - 1978
      Bachelor of Arts (B.A.) Accounting

  • Experience

    • Smith Barney

      Sept 1981 - Jan 2008
      Senior Vice President - Investments

    • UBS

      Jan 2008 - now
      Senior Vice President - Investments

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VI, VT, WI, WY

      FINRA