Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Solo is a financial advisor at Commonwealth Financial Network. Michael has been working in the financial services industry since 2016. Michael holds a Series 66, Series 7, and SIE license. Michael is also a Certified Financial Planner. Michael has experience in Fixed Insurance Sales and has been an owner of Tranquility Wealth Management, LLC since 2023. Michael specializes in helping individuals and families with their financial planning needs. Michael is registered to do business in 25 states, including California, Arizona, Arkansas, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Mississippi, Missouri, Montana, Nevada, New Mexico, New York, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
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.
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CA
09/06/2017 - Present
Commonwealth Financial Network (ANAHEIM HILLS CA)
CA
10/12/2016 - 08/25/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Irvine CA)
MO
06/27/2016 - 09/02/2016
EDWARD JONES (ST. LOUIS MO)
CA
09/01/2015 - 11/18/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
BOTH
Issued 07/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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