Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Solis is a financial advisor with over 30 years of experience in the financial services industry. Greg has been a registered representative with LPL Financial LLC since 2004. Prior to that, Greg worked for Wachovia Securities, LLC, Linsco/Private Ledger Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Greg is a Series 7, Series 24, and Series 63 licensed representative. Greg has a strong track record of providing financial advice and investment management services to individuals, families, and businesses. Greg holds the SIE license as well. Greg is also a registered investment advisor in California and Texas. He is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Greg is committed to providing his clients with personalized financial advice and investment strategies that are designed to meet their individual needs and goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/29/2004 - Present
LPL Financial LLC (LA QUINTA CA)
MO
10/03/2001 - 07/06/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
SC
07/08/1994 - 10/03/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
12/17/1992 - 07/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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