Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Soltis is an investment advisor representative at Cetera Investment Advisers LLC. Jennifer has been in the industry since 1999 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Jennifer has also worked with several other firms including Royal Alliance Associates, Inc., PNC Investments, and Vantage Financial Group, Inc.. Jennifer holds several licenses including Series 4, 6, 7, 24, 26, 53, and 66.
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.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CLEVELAND OH)
OH
10/15/2015 - 08/22/2016
ROYAL ALLIANCE ASSOCIATES, INC. (CLEVELAND OH)
OH
09/28/2009 - 10/01/2015
PNC INVESTMENTS (CLEVELAND OH)
OH
06/26/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/02/2002 - 06/21/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
12/13/2001 - 01/03/2002
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
06/26/1999 - 12/11/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 3/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/20/2001
Series 4 - Registered Options Principal Examination
BC
Issued 1/22/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/6/2000
Series 24 - General Securities Principal Examination
BC
Issued 7/3/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 6/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Soltis is the right advisor for you? Invested Better is here to help.
