Simon Cote

Current Employers

Employment History

• 10/2023 → Present
  Tss Wealth Management, Llc
  Lebanon, NH
• 08/2021 → 08/2022
  Rheinstars Koeln Basketball Club
  Cologne
• 05/2015 → 12/2019
  White Wings Basketball Gmbh
  Hanau
• 01/2020 → 07/2021
  Unemployed
  Hanau
• 09/2022 → 08/2023
  Sprachhaus Gmbh
  Cologne
• 09/2023 → 09/2023
  Unemployed
  Grantham, NH
• 11/2023 → 09/2025
  Avantax Investment Services Inc.
  Lebanon, NH
• 11/2023 → 09/2025
  Avantax Advisory Services
  Lebanon, NH
• 11/2023 → Present
  Tswm Advisory Group
  Lebanon, NH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lebanon, NH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-04-16 → 2025-09-05
  Avantax Advisory Services
  Lebanon, NH
  Dallas, TX
  Portsmouth, NH

Other Businesses

1) TSS WEALTH MANAGEMENT, LLC POSITION: Client Services Associate NATURE: TSS Wealth Management provides advisory services that consist of financial planning, investment, retirement planning, insurance, business consulting, and legacy planning so we can better address the needs of our clients. For us, wealth management is the process of reviewing and coordinating all the moving parts of a client's financial situation into a comprehensive wealth plan to help them with their future goals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/23/2023 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: As a Client Services Associate, I will assist the Investment Advisors in clerical tasks, research, and creating Print Collateral and Presentation materials.My responsibilities will include but are not limited to, communicating with clients through written correspondence, telephone or electronic means,updating and maintaining client accounts in Wealthscape, Redtail, and Envestnet. 2) TSWM ADVISORY GROUP POSITION: Financial Advisor NATURE: Wealth Management Services Investments Retirement services Insurance Business Consulting Legacy Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2023 ADDRESS: 19 Morgan Drive, Lebanon NH 03766, United States DESCRIPTION: My Top five job responsibilities are: Prospecting for new retirement plan clients. Implementing new retirement plans for businesses. Servicing retirement plans for businesses. Administrative duties for all of the above. Assisting Chris Johnson with servicing advisory clients by performing administrative duties.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-16