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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Solaz is a financial advisor with LPL Financial LLC. Greg has been in the financial industry since 2012 and has a Series 6, Series 7, Series 26, Series 63, and Series 65 license. Greg has been registered as a broker-dealer and investment advisor in 53 states and is currently licensed in South Carolina and Texas. Greg has experience working with a variety of clients, including individuals, families, businesses, and institutions. Greg specializes in financial planning, investment management, and retirement planning. Greg is committed to providing clients with personalized service and helping them achieve their financial 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.
1
2
SC
11/14/2017 - Present
LPL Financial LLC (FORT MILL SC)
NC
06/12/2014 - 09/03/2015
RCH SECURITIES (CHARLOTTE NC)
NC
01/13/2014 - 03/26/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
01/09/2012 - 12/20/2013
RCH SECURITIES (CHARLOTTE NC)
IA
Issued 12/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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