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Eleanore Simone

7 Years of Experience
Dallas, TX
BrokerSells Insurance

Eleanore Simone is a registered investment advisor, based in Dallas, TX, with 7 years of industry experience.

Location

Dallas, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Eleanore is an insurance agent selling fixed insurance products since April 2023, dedicating a few hours per week. She is also a financial professional at Station Capital, Inc. since April 2025, spending about a quarter of her time on sales and client support, including managing client investment portfolios.

Employment History
Current Registrations
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2022 - April 2024 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
September 2022 - April 2024 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
April 2021 - August 2021 · 4 mos
Wells Fargo Securities, LLCBroker
September 2014 - June 2019 · 4 yrs 9 mos
State Registrations3 states
PATNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.