Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Solomon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matt has been working in the financial services industry for over 20 years. Matt's experience includes working for various firms, including VALIC Financial Advisors, Inc., Summit Brokerage Services, Inc., and LPL Financial LLC. Matt holds a Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, and Series 66 license. Matt specializes in portfolio management for individuals and businesses. Matt is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/18/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTH BETHESDA MD)
FL
09/04/2012 - 07/18/2014
VALIC FINANCIAL ADVISORS, INC. (MIAMI FL)
FL
05/21/2012 - 09/04/2012
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
04/04/2012 - 05/31/2012
LPL FINANCIAL LLC (MIAMI FL)
NY
06/19/1997 - 02/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/23/1995 - 06/28/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 3/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2012
Series 7 - General Securities Representative Examination
BC
Issued 5/23/1995
Series 31 - Futures Managed Funds Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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