Best Investors
Account
Sign in
Best Investors
Account
Sign in
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-05-03 |
| DE | RA | APPROVED | 2019-02-08 |
| PA | RA | APPROVED | 2019-02-08 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
118 Sandhill Drive, Suite 103, Middletown, DE 19709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dan White & Associates | Middletown | DE | 05/2016 | Present |
Mr. Simon currently works at Dan White & Associates as a Retirement Planning Advisor. he works closely with retirees and soon to be retirees who seek to protect and grow their retirement assets. Mr. Simon's current day to day activities consist of meeting with current and prospective clients and conducting educational seminars on retirement planning, required minimum distribution planning and Social Security planning. Mr. Simon focuses on promoting retirement planning concepts with low risk management while generating guaranteed income to protect and grow the investment so that the retirees can use this money in their retirement years.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
Reach out to this advisor