Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Solis is a financial advisor with over 18 years of experience in the financial services industry. Michael has a strong background in securities and investments, having held positions at prominent firms such as Merrill Lynch, First Republic Securities Company, LLC, and J.P. Morgan Securities LLC. Michael is currently registered with Citizens Securities, Inc., a firm that provides a range of financial services to individuals and businesses. Michael specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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CA
06/24/2024 - Present
Citizens Securities, Inc. (SAN FRANCISCO CA)
CA
09/29/2023 - 04/24/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
01/27/2017 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
11/06/2014 - 08/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LEANDRO CA)
CA
08/08/2012 - 06/10/2014
UNIONBANC INVESTMENT SERVICES, LLC (FREMONT CA)
CA
05/29/2007 - 06/28/2012
CITIGROUP GLOBAL MARKETS INC. (FREMONT CA)
CA
03/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEWARK CA)
MA
05/10/2004 - 03/02/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/10/2004 - 03/02/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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