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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harris Solomon is a financial advisor registered with Cadaret, Grant & CO., Inc. and has been in the industry since 1986. Solomon is registered as an investment advisor representative and has a Series 6, 7, 26, 63 and 65 license. Michael Harris Solomon is also a registered representative for American Investment Planners LLC. Solomon's firm manages over 6 billion dollars in assets.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/02/2025 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
IN
01/26/1987 - 04/08/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
AZ
11/19/1989 - 04/10/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/12/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/20/1986 - 06/26/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
01/13/1986 - 02/24/1986
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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