Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A Solomon is an Investment Advisor Representative at J. W. Cole Advisors, Inc. located in WENATCHEE, WA and TAMPA, FL. David has been in the industry since 2006. David is registered with the state of Washington. David has passed the Series 6, Series 63, and Series 65 exams. In addition to being a registered Investment Advisor Representative, David is also a Fixed Annuity and Insurance Salesperson with Solomon Financial Group, Inc. David is a professional with experience in a variety of areas including portfolio management for individuals and businesses, financial planning, and selection of other advisors. David specializes in providing financial services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
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WA
04/16/2019 - Present
J. W. Cole Advisors, Inc. (WENATCHEE WA)
WA
04/10/2007 - 05/08/2009
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (WENATCHEE WA)
WA
08/11/2006 - 04/09/2007
KMS FINANCIAL SERVICES, INC. (WENATCHEE WA)
IA
Issued 08/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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