Simeon Esprit (CRD# 7266902) is an Investment Advisor Representative working at Prudential Financial Planning Services in North Bethesda, MD and has over 3 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 7032841
Edward Jones
CRD# 5954281
Mercer Global Advisors Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Prudential Insurance Company Of America | Bethesda, MD | Sep 2020 - Current | 3 |
Pruco Securities, LLC | Bethesda, MD | Apr 2020 - Current | 4 |
Heartsafe Alliance | Washington Dc, DC | Dec 2019 - Apr 2020 | < 1 |
Best Buddies | Washington, DC | Oct 2019 - Dec 2019 | < 1 |
Unemployed | Washington, DC | Aug 2019 - Oct 2019 | < 1 |
Newline Sr | Derby, | Dec 2018 - Aug 2019 | < 1 |
Premier Inn | Derby, | Sep 2018 - Dec 2018 | < 1 |
University Of Derby | Derby, | Sep 2017 - Sep 2018 | 1 |
Unemployed | Philadelphia, PA | Jun 2017 - Sep 2017 | < 1 |
Ross Aronstam & Moritz LLP | Wilmington, DE | Oct 2016 - Jun 2017 | < 1 |
Unemployed | Philadelphia, PA | May 2016 - Oct 2016 | < 1 |
University Of Pennsylvania | Philadelphia, PA | Aug 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- DC
- MD
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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