Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erica? Claim Your ProfileErica Solas is a financial advisor with Truist Advisory Services, Inc. Erica has been in the industry since January 2007. Erica is licensed in 53 states and the District of Columbia and offers services including financial planning, portfolio management for individuals and businesses, and publication of periodicals. Erica specializes in providing financial advice to high-net-worth individuals and corporations. Erica is located in Naples, Florida and has been with Truist since February 2021. Prior to that, Erica was an advisor with BB&T Securities, LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (Naples FL)
VA
09/20/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
10/23/2009 - 09/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
FL
01/19/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
BOTH
Issued 9/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 7/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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