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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Solomon is a financial advisor currently affiliated with Lion Street Advisors, LLC. Joel has been in the financial services industry for over 40 years and holds a Series 7, Series 26, Series 63, and SIE license. Joel specializes in portfolio management, financial planning, and pension consulting for individuals and businesses. Previously, Joel worked for several firms including NFP ADVISOR SERVICES, LLC, INVESTACORP, INC., and MID ATLANTIC INVESTOR SERVICES, INC.
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.
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.
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TX
08/22/2023 - Present
Lion Street Advisors, LLC (AUSTIN TX)
CA
06/10/2008 - 02/12/2015
NFP ADVISOR SERVICES, LLC (IRVINE CA)
FL
02/10/2000 - 02/05/2008
INVESTACORP, INC. (MIAMI FL)
DC
06/07/1994 - 03/11/2000
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
MA
01/30/1996 - 02/16/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
10/07/1994 - 12/31/1995
MUTUAL SERVICE CORPORATION (BOSTON MA)
PA
09/04/1992 - 01/17/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
09/19/1985 - 04/27/1992
HERITAGE FINANCIAL INVESTMENTS CORPORATION
NA
06/21/1985 - 09/27/1985
HERITAGE SECURITIES CORPORATION
NA
11/01/1983 - 02/20/1985
HOME LIFE EQUITY SALES CORP.
NA
11/09/1980 - 12/27/1983
ARCHER, ZWIGARD & ASSOCIATES-THE INVESTACORP GROUP, INC.
NA
08/17/1976 - 05/10/1980
CG EQUITY SALES COMPANY
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
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