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Victor S
ChFC®, Series 63, Series 65
Severna Park, MD
Founders Financial Securities LLC
Victor Simon is a financial advisor at Founders Financial Securities LLC with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Founders Financial Securities in 2020, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Simon is involved in estate settlement consulting and mentoring small business owners through his family office practice. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and a range of brokerage and insurance services, utilizing both traditional and non-traditional delivery methods.
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