Invested Better
Unclaimed

Unclaimed

Unclaimed

Marina Sangari Solomon

Left Brain Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marina? Claim Your Profile

About Marina Sangari Solomon

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.

Firm Information

Marina Solomon is currently registered with Left Brain Wealth Management, LLC. Left Brain Wealth Management, LLC is a registered investment advisor based in Naperville, Illinois. The firm manages over $243 million in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They specialize in financial planning, portfolio management for individuals and pooled investment vehicles, and offer educational seminars and publish periodicals. The firm has six investment advisory professionals, including three licensed agents, four investment adviser representatives, and one registered representative.
Left Brain Wealth Management, LLC

215 SHUMAN BLVD

NAPERVILLE, IL 60563

$243.40M

Assets Under Management

Not reported

Total Clients

4

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marina Solomon’s Registration & Firm History

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)

Not sure if Marina Sangari Solomon is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marina Sangari Solomon.
Not sure if Marina Sangari Solomon is right for you?