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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 Carl Soltis is a financial advisor at Bleakley Financial Group, LLC and has been in the financial industry since 2001. John Carl Soltis has a diverse background and is registered in 51 states and the District of Columbia. John Carl Soltis specializes in working with a variety of clients, including individuals, businesses, and retirement plans.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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NJ
10/11/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
10/08/2019 - 08/30/2022
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
12/21/2005 - 05/16/2019
AXA ADVISORS, LLC (JERSEY CITY NJ)
NJ
10/09/2003 - 09/23/2005
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
DE
05/18/2001 - 09/24/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
08/24/2000 - 05/03/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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