Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sol? Claim Your ProfileSol Tran is an experienced financial professional with over seven years in the industry. Currently, Sol works as a registered representative at J.P. Morgan Securities LLC, where they are licensed to offer investment advice and sell securities. Sol's credentials include the Series 6 and 63 licenses, as well as the SIE exam. In addition to their experience with securities, Sol specializes in financial planning, pension consulting, and selection of other advisors. Sol is registered with the state of California and Pennsylvania.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/01/2016 - Present
J.p. Morgan Securities LLC (VISTA CA)
BC
Issued 06/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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