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Theodore J. Simos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Pleasanton, CA

Address:
4900 Hopyard Rd, Ste 100
Pleasanton, CA 94588
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About Theodore J. Simos

Theodore Simos is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Pleasanton, California. Theodore Simos holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Theodore Simos provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Theodore Simos
4900 Hopyard Rd, Ste 100
Pleasanton, CA 94588

Phone Number: Click to Show
Website:

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