Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Solondz is a financial advisor with Truist Advisory Services, Inc. Samuel has been in the financial industry since May 2009. Samuel holds a Series 66, Series 10, Series 9, SIE and Series 7 licenses and is a CERTIFIED FINANCIAL PLANNER™. Samuel has been registered with FINRA since 2009 and is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Samuel previously worked at PNC INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Samuel is a managing member of SMS Development.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
DC
01/19/2018 - Present
Truist Advisory Services, Inc. (WASHINGTON DC)
DC
01/08/2013 - 03/18/2016
PNC INVESTMENTS (WASHINGTON DC)
DC
02/09/2011 - 01/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
03/27/2009 - 12/23/2010
PARK AVENUE SECURITIES LLC (BETHESDA MD)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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