Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Gabriel Solano monestel is a financial advisor with over 9 years of experience in the financial services industry. Carlos is currently registered as a Registered Representative and Investment Advisor Representative with Schwab Wealth Advisory, Inc. in Orlando, FL. Previously Carlos has been employed with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, and CITI INTERNATIONAL FINANCIAL SERVICES LLC in various locations across the United States. Carlos specializes in providing financial planning, portfolio management for individuals and businesses, and other financial services. Carlos has a Series 63 and Series 65 license as well as a Series 7 and SIE licenses. Carlos is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
06/03/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
TX
05/29/2019 - 04/01/2021
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
04/27/2018 - 05/21/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
05/27/2015 - 05/15/2018
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
PR
02/05/2015 - 05/04/2015
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
NA
09/25/2014 - 01/16/2015
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JOSÉ )
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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