Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marta? Claim Your ProfileMarta Solis is a financial advisor registered with Fidelity Personal and Workplace Advisors. Marta has been in the industry since November 2020 and is licensed to provide investment advice in multiple states. Before joining Fidelity, Marta worked at Equitable Advisors, LLC. Marta holds several licenses including Series 66, Series 7TO, Series 9, Series 10, and SIE. Marta specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
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.
1
2
UT
11/17/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
10/14/2020 - 10/04/2021
EQUITABLE ADVISORS, LLC (FOLSOM CA)
BOTH
Issued 12/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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