Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Solnoki is a financial advisor with Victory Capital Services, Inc. Bret has been in the financial services industry since 2001. Bret is registered to provide investment advice in 19 states. Bret previously worked at Calamos Financial Services LLC, BMO Investment Distributors, LLC, J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., JHS Capital Advisors, Inc., Seligman Advisors, Inc., XTF Capital LLC, Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Lockwood Financial Services, Inc., RTE Securities, Inc., Dean Witter Reynolds Inc. and Barber & Bronson Incorporated.
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.
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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2
MA
02/23/2021 - Present
Victory Capital Services, Inc. (Boston MA)
IL
01/06/2020 - 02/22/2021
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
04/11/2014 - 12/31/2019
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
01/03/2011 - 02/05/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
11/16/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (CHICAGO IL)
FL
03/16/2010 - 10/05/2010
JHS CAPITAL ADVISORS, INC. (SARASOTA FL)
MA
10/03/2007 - 11/13/2008
SELIGMAN ADVISORS, INC. (BOSTON MA)
SD
05/10/2007 - 07/30/2007
XTF CAPITAL LLC (BRANDON SD)
CA
12/01/2005 - 05/08/2007
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
08/20/2001 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PA
02/01/2000 - 06/28/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
PA
11/02/1999 - 12/31/1999
RTE SECURITIES, INC. (RYDAL PA)
NY
12/19/1997 - 07/27/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
07/17/1997 - 12/18/1997
BARBER & BRONSON INCORPORATED (MIAMI FL)
IA
Issued 01/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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