Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Solomon is a financial advisor with Mariner Independent, a firm based in Overland Park, KS. David is a Certified Financial Planner and has over 20 years of experience in the financial services industry. David has a strong background in providing financial advice to individuals, families, and businesses. David specializes in helping clients reach their financial goals through a variety of investment strategies. David is committed to providing personalized and professional financial advice to all of his clients.
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.
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.
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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NJ
05/15/2023 - Present
Mariner Independent (Livingston NJ)
NJ
11/04/2021 - 05/22/2023
LPL FINANCIAL LLC (CHESTER NJ)
NY
10/24/2000 - 12/02/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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