Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Solarchik is a financial advisor with Equity Services, Inc. based in Charlotte, North Carolina. Robert has been in the financial services industry since 2007. Robert has earned the Series 63, SIE, and Series 7 securities licenses. Robert has previously worked with NYLIFE Securities LLC, Prime Capital Services, Inc., Paramount Investments International, Inc., and Kensington Wells Incorporated. Robert offers financial planning services to individuals, pension consulting, educational seminars, and the 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/09/2024 - Present
Equity Services, Inc. (CHARLOTTE NC)
NC
01/30/2021 - 03/06/2023
NYLIFE SECURITIES LLC (CHARLOTTE NC)
NY
10/15/2007 - 07/07/2009
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NA
04/12/1994 - 08/25/1994
PARAMOUNT INVESTMENTS INTERNATIONAL, INC.
NA
06/18/1993 - 04/08/1994
KENSINGTON WELLS INCORPORATED
BC
Issued 05/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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