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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Solik is a financial advisor with over 30 years of experience in the industry. John is a registered representative with Journey Strategic Wealth LLC, a firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Before joining Journey Strategic Wealth LLC, John worked as a financial advisor at Morgan Stanley. John also held previous positions at Odeon Capital Group LLC, Stormharbour Securities LP, Citigroup Global Markets Inc., Salomon Brothers Inc., Goldman Sachs Money Markets, L.P., and Goldman Sachs Money Markets Inc. John is a licensed investment advisor representative in California and New York. John holds the Series 7, Series 63, Series 65 and SIE licenses. John is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
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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2
NY
04/04/2022 - Present
Journey Strategic Wealth LLC (LONG ISLAND CITY NY)
NY
05/23/2018 - 02/24/2022
MORGAN STANLEY (New York NY)
NY
03/13/2018 - 04/02/2018
ODEON CAPITAL GROUP LLC (NEW YORK NY)
NY
04/29/2009 - 05/06/2016
STORMHARBOUR SECURITIES LP (NEW YORK NY)
NY
09/01/1998 - 03/28/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/09/1994 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NA
10/25/1991 - 03/04/1994
GOLDMAN SACHS MONEY MARKETS, L.P.
NA
01/14/1991 - 10/25/1991
GOLDMAN SACHS MONEY MARKETS INC.
NY
11/21/1989 - 11/28/1990
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 07/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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