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Andre Ryan Solis

Capital Analysts

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About Andre Ryan Solis

Andre Ryan Solis is an investment advisor representative at Capital Analysts. Andre Solis has been in the securities industry since December 13, 2012. Andre Solis is registered with FINRA and the State of Arizona. Andre Solis is also registered in 13 other states. Andre Solis has passed the Series 66, Series 7 and SIE exams. Capital Analysts, which is based in Fort Washington, Pennsylvania, has offices in Tucson, Arizona. Capital Analysts provides investment advice to individuals, corporations, charitable organizations, and pension plans.

Firm Information

Andre Solis is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andre Solis’s Registration & Firm History

AZ

03/10/2020 - Present

Capital Analysts (Tucson AZ)

FL

12/14/2012 - 01/03/2017

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 01/25/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andre Ryan Solis.
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