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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 an investment advisor with U.S. Capital Wealth Advisors, LLC, in Austin, Texas. David is a seasoned professional with over 40 years of experience in the financial services industry. David is committed to providing clients with comprehensive financial planning and investment management services. David is committed to understanding the needs of their clients and developing personalized strategies to help them achieve their financial goals. David holds a Series 7, Series 3, Series 24, Series 63, Series 79TO, and Series 99TO licenses and is registered as an Investment Advisor Representative in Texas.
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.
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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2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
06/03/1999 - 01/14/2014
CONDERA SECURITIES, LLC (HOUSTON TX)
NJ
08/08/1994 - 12/17/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/24/1985 - 08/10/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
05/18/1981 - 06/03/1985
PAINEWEBBER INCORPORATED
BC
Issued 06/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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