Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Soloway is a financial advisor at Raymond James Financial Services Advisors, Inc. Brent has been in the financial services industry since 1993 and has worked with Metlife Securities Inc., Pacific West Securities, Inc. and KMS Financial Services, Inc. Brent is registered to provide investment advice in 16 states. Brent holds the Series 7, Series 63, and Series 66 licenses. Brent is a Chartered Financial Consultant. Brent's firm, Raymond James Financial Services Advisors, Inc. has approximately 6514 clients. Brent's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
08/13/2013 - Present
Raymond James Financial Services Advisors, Inc. (BELLEVUE WA)
WA
02/13/2008 - 08/16/2013
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
07/22/1999 - 05/01/2003
PACIFIC WEST SECURITIES, INC. (RENTON WA)
WA
02/05/1996 - 07/27/1999
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
PA
04/04/1991 - 01/03/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 04/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Soloway is the right advisor for you? Invested Better is here to help.
