Investment Consulting and Services

Portfolio Management - Stock and Bond Trading -
Retirement Plan Services

Welcome! I have been serving my clients investment needs as an Investment Representative since 1983, initially with Morgan Stanley. In 1997, I went independent through Wedbush Morgan Securities, Inc., headquartered in downtown Los Angeles. Wedbush has been serving individuals, families, and businesses with their investment needs since 1925. We are a full service brokerage firm dedicated to fulfilling the financial goals of our clients. We pride ourselves in providing high quality investments and outstanding customer service.

As an independent Investment Advisor, I provide:

• Complete portfolio review
• One-on-one or group consulting
• Numerous “third-party” research sources
• No in-house “product-of-the-month”

Experienced with all retirement plans:
IRA’s, IRA-SEPs, 401k Plans and Rollovers

Custom-designed Seminars and Programs on various topics such as:

• How to increase your investment awareness?
• How to maximize investment performance?
• How to gain financial security in an ever-changing world?

I am available to speak with your group, organization or association to further your understanding of investments, current market trends, investment choices, market risk, etc.

Contact me at: barry.simon@wedbush.com
Wedbush Morgan Securities Inc. (member NYSE & SIPC)
15720 Ventura Blvd., Suite 220, Encino, CA 91436
Phone: (818) 990-0335 or
directly at: (310) 394-8368