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  •  Fax: 732-922-3353
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  2. Matthew Simon

Matthew Simon

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Matthew Simon
Financial Advisor
Phone: 
732-922-6300
Fax: 
732-922-3353
E-mail: 
Matt.Simon@margfinancial.com

Matthew Simon began his career with Mid Atlantic Resource Group in June of 2021, just after receiving a Bachelor of Science from Monmouth University. Before he transferred to Monmouth, Matthew received his Associate of Science from Brookdale Community College. Matt worked throughout his entire college career, spending the last few years working full-time as a personal banker with a local retail bank.

Matt holds the Series 7 and Series 66 registrations, as well as his Life and Health Insurance Producer licenses. He is registered as both an Investment Advisor Representative and a Registered Representative of Securian Financial Services, Inc.

Helping his clients improve their lifestyles and reach that next level is what Matt strives to do. Matthew has a very strong work ethic and loves to learn new things. In his spare time, Matt enjoys reading, lifting weights, watching sports, and snowboarding. Matt is especially glad to be in a position to help others manage the financial and emotional burdens that come with common life events. Events such as raising children, changing careers and retiring can be challenging for families to manage, but Matthew sees every challenge as an opportunity and he is extremely excited to build up a successful, long-lasting, financial advising practice.

Matthew is a registered representative and an investment advisor representative of Securian Financial Services, Inc.

 

 

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1800 Route 34 Bldg 2 Suite 201
Wall Township, New Jersey
07719 United States

  •  Tel: (732) 922-6300
  •  Fax: 732-922-3353
  •  Joel.Gillman@margfinancial.com
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Mid Atlantic Resource Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Mid Atlantic Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Mid Atlantic Resource Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3065281 DOFU 05-2020

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