Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Solt is a financial advisor with Edward Jones. Richard has been in the financial industry since 2010 and has experience with a variety of firms, including TD Ameritrade, USAA Financial Advisors, and Fidelity Brokerage Services. Richard has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Richard is also registered in several states and is a licensed securities agent. Richard is committed to helping his clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/21/2023 - Present
Edward Jones (EULESS TX)
TX
07/20/2015 - 08/08/2018
EDWARD JONES (DALLAS TX)
TX
12/23/2013 - 07/29/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/07/2012 - 12/09/2013
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/20/2010 - 07/23/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 06/29/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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