Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Blake Solinsky is a financial advisor at Kingswood Wealth Advisors, LLC. Douglas has been in the financial services industry since 2004. Douglas has a wide range of experience in the industry, with previous roles at Kingswood Capital Partners, LLC, Benchmark Investments, LLC, Cape Securities Inc., Newbridge Securities Corporation, Investors Capital Corp., J.P. Turner & Company, L.L.C., and E1 Asset Management, Inc. Douglas is a licensed broker-dealer and investment advisor representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly 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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2
NY
01/12/2024 - Present
Kingswood Wealth Advisors, LLC (Cortlandt NY)
NY
11/13/2020 - 07/21/2023
KINGSWOOD CAPITAL PARTNERS, LLC (New York NY)
NY
02/23/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
GA
03/21/2019 - 04/11/2019
CAPE SECURITIES INC. (MCDONOUGH GA)
NY
11/18/2008 - 02/21/2019
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
09/21/2007 - 11/20/2008
INVESTORS CAPITAL CORP. (WEST HARRISON NY)
NY
10/31/2003 - 10/01/2007
J.P. TURNER & COMPANY, L.L.C. (NEW YORK NY)
NJ
03/15/2004 - 03/17/2004
E1 ASSET MANAGEMENT, INC. (JERSEY CITY NJ)
IA
Issued 08/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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