Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Henrique Solano Jr. is a financial advisor with Steward Partners Investment Advisory, LLC. Roberto has been in the financial services industry since 1998. Roberto is licensed to provide investment advice in several states, including Massachusetts. Prior to joining Steward Partners, Roberto was a Financial Advisor at Raymond James Financial Services, Inc., and a Financial Advisor at Morgan Stanley. Roberto specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Roberto's experience and expertise make him a valuable resource for clients seeking financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
MA
07/18/2017 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
MA
06/29/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/01/2009 - 06/30/2017
MORGAN STANLEY (BOSTON MA)
MA
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
08/12/1998 - 02/28/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BC
Issued 7/24/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 6/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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