Unclaimed Profile

Mark Simons

NEA'S MEMBER BENEFITS CORPORATION·GAITHERSBURG, Maryland

Clean recordNEA'S MEMBER BENEFITS CORPORATION

900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 6728941Firm CRD# 138196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Simons · GAITHERSBURG, MD

Registration

CRD #6728941 · NEA'S MEMBER BENEFITS CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Simons is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA'S MEMBER BENEFITS CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

NEA MEMBER BENEFITS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEA MEMBER BENEFITS →

Services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Subscription fees

Other: SEE SCHEDULE D MISCELLANEOUS

Regulatory

SEC/IARD CRD# 6728941

Firm CRD# 138196

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Frequently Asked Questions

What services does Mark Simons offer?

Mark Simons is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.

What are Mark Simons's credentials?

Mark Simons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Simons located?

Mark Simons is based in GAITHERSBURG, Maryland, working with NEA'S MEMBER BENEFITS CORPORATION. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.

How does Mark Simons charge for services?

Mark Simons's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEA'S MEMBER BENEFITS CORPORATION?

NEA'S MEMBER BENEFITS CORPORATION has approximately 93 employees. The firm is registered with the SEC as an investment adviser.

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