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Joan Sherri Solotar

Blackstone Securities Partners LP

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About Joan Sherri Solotar

Joan Solotar is a financial advisor with over 30 years of experience in the industry. Joan currently works at Blackstone Securities Partners LP. Prior to that, Joan worked at BANC OF AMERICA SECURITIES LLC, CREDIT SUISSE FIRST BOSTON CORPORATION and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Joan has a wide range of experience and holds several licenses and certifications, including Series 7, Series 24, Series 63, Series 79TO, Series 87, and SIE. Joan is registered to provide investment advice in 53 states and the District of Columbia.

Firm Information

Joan Solotar is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joan Solotar’s Registration & Firm History

NY

09/05/2007 - Present

Blackstone Securities Partners LP (NEW YORK NY)

NY

05/07/2003 - 07/05/2007

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

10/10/2000 - 12/31/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

01/30/1989 - 10/10/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

01/30/1989 - 02/11/1989

CS FIRST BOSTON CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joan Sherri Solotar.
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