Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Alfredo Solorzano is a financial advisor at Concurrent Investment Advisors, LLC, with over 30 years of experience in the financial industry. Douglas is licensed to provide investment advisory services in California and Texas. He specializes in providing financial planning, investment advisory and selection of other advisors services to individuals, corporations and businesses, and pension and profit-sharing plans. His career spans roles at Smith Barney, Lehman Brothers, Prudential Securities, UBS, and Wells Fargo Clearing Services before joining Concurrent Investment Advisors in 2022.
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.
Helps you choose top advisors aligned with your financial goals.
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
CA
06/21/2023 - Present
Concurrent Investment Advisors, LLC (San Diego CA)
CA
01/20/2022 - 05/16/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
12/07/2009 - 01/25/2022
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
12/08/1998 - 12/09/2009
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
10/27/1995 - 12/07/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 11/10/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/24/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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