| Advisor Profile |
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| Name: |
Shannon Simon |
| Phone Number: |
(866) 985-9356 |
| Website: |
Visit Website
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| Disclaimer |
| Registered Representative offering securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC., a SEC registered investment advisor. Forest Hills Financial and Regal Investment Advisors are independent of APFS. |
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Business Description |
Shannon is a native of Louisiana (Crowley & Slidell) and now resides in Michigan with his wife and kids.
Shannon understands that the best way to achieve your financial goals is by identifying your current financial picture, with your future financial goals in mind. To do this, Shannon will help you develop and follow a comprehensive financial plan that maps out your strategy for retirement, along with all of your financial goals.
Forest Hills Financial Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. We don’t believe in a “one size fits all philosophy”. Our Customized programs are designed to help grow and conserve your wealth by delivering a superb level of personalized service and experience. At Forest Hills Financial, our goal is to exceed your expectations. Increasingly in our society it seems we are faced with people wanting to do just what is required. Not so at Forest Hills Financial Inc. our goal is to always go above and beyond the expectations of our clients.
Shannon meets his clients by appointment in Louisiana either at their home or a convenient location in the New Orleans/Slidell area. |
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General Information |
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| Insurance License#: |
MI-0513828, LA-492015, TX-1587735, IN-687588
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| Name of Broker/Dealer: |
American Portfolios Financial Services
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| Name of Custodial Firm: |
Pershing LLC, Fidelity
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| States Licensed in: |
CA, FL, GA, IN, LA, MI, MN, NE, OH, OK, TX
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| Years of Experience in Financial Services: |
2.6
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| Number of Years with Current Firm: |
2.5
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Services |
| Investment Types: |
Annuities, Mutual Funds, Insurance, Alternative Investments, Stocks, Bonds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 66, Series 63, Series 7
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| Insurance and Annuity Licenses: |
Health, Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, HMO, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Prepared By: |
Shannon Simon |
Frequently Asked Questions |
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What is your approach to financial planning? |
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At Forest Hills Financial we are an unbiased resource providing advice based solely on your goals. Because we offer an array of investment products (through our broker dealer and affiliates), we have no vested interest in promoting a particular product or service. We focus on creating a personal investment strategy based on your short and long-term dreams. |
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What services do you offer? |
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http://www.myfhf.com/about-us/services |
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Do you provide a free initial consultation? |
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Yes, the initial consultation is always free! |
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