Unclaimed
Miussett Salomon is an investment advisor representative for Raymond James & Associates, Inc. based in AUSTIN, Texas. Miussett has over 15 years of experience in the financial services industry and holds FINRA licenses Series 7, 9, 10, 66 and SIE. Miussett has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO ADVISORS, LLC. Miussett specializes in providing investment advice and portfolio management for individuals, businesses, pension and profit sharing plans and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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
TX
05/22/2017 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
01/04/2012 - 05/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
12/19/2008 - 12/02/2011
WELLS FARGO ADVISORS, LLC (ADDISON TX)
BOTH
Issued 04/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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