Unclaimed
Marina Sangari Solomon is an Investment Advisor Representative who has been in the industry since 1989. Marina is currently registered with Left Brain Wealth Management, LLC in Illinois. Marina has previously been associated with PURSHE KAPLAN STERLING INVESTMENTS and WELLS FARGO ADVISORS, LLC. Marina is a graduate of the University of Wisconsin - Madison. She holds Series 7 and Series 66 licenses and the SIE exam. Marina's investment philosophy is based on a long-term, disciplined approach to investing. She believes in working closely with clients to understand their financial goals and develop personalized investment strategies. Marina focuses on providing financial advice to individuals, families, and small businesses. Marina is dedicated to providing her clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/22/2016 - Present
Left Brain Wealth Management, LLC (NAPERVILLE IL)
IL
06/04/2014 - 11/13/2015
PURSHE KAPLAN STERLING INVESTMENTS (Naperville IL)
IL
11/12/2008 - 05/15/2014
WELLS FARGO ADVISORS, LLC (NAPERVILLE IL)
NY
01/24/1989 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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