Unclaimed
Paul Ferris Solomon is a financial advisor with Souders Financial Advisors, LLC, a firm that provides a variety of financial advisory services, including financial planning, pension consulting, and portfolio management. Paul is a registered representative and investment advisor representative and has been in the industry since 2004. Paul is also an attorney and provides legal services.
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.
1
2
OH
06/21/2018 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
03/17/2004 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
OH
01/15/2004 - 03/16/2004
HORAN SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 08/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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