Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Solomon is a financial advisor with over 30 years of experience in the financial services industry. Michael currently works with Charles Schwab & Co., Inc. and has held licenses in both New Jersey and Texas for over a decade. Michael has also held positions with Prudential Investment Management Services LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Equitable Life Assurance Society of the United States. Michael has a strong background in securities and investments and holds a variety of licenses and registrations, including Series 6, 7, 9, 10, 24, 26, 63 and 66. Michael is also a member of SEA LIFE LLC, which manages the Charles Schwab franchise. Michael specializes in financial planning, selection of other advisors, and is a wrap fee program sponsor. Michael is registered to provide investment advisory services in New Jersey and Texas.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
01/02/2019 - Present
Charles Schwab & CO., Inc. (Flemington NJ)
NJ
07/20/2012 - 09/13/2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
06/07/1999 - 11/28/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (CALIFON NJ)
IN
05/18/1999 - 06/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/07/1992 - 05/11/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/07/1992 - 05/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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