Serving Sandwich, Wareham, Plymouth, Southeastern Massachusetts and the Cape Cod Canal Region
As an experienced wealth management professional, Simion has demonstrated his passion for helping his clients accomplish their financial goals since 2019.
Simion holds both a Bachelor’s and Master’s degree from the Academy of Economic Studies of Moldova. He is married and resides in Plymouth, MA.
Qualifications
- Series 7: General Securities Representative
- Series 66: Uniform Combined State Law Exam
- Life Insurance Provider
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
