Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Solana? Claim Your ProfileSolana Berrio is a registered investment advisor representative with Conrad Siegel Investment Advisors. Solana has been in the industry since May 2023 and is currently registered in Pennsylvania. Solana has one professional designation and has passed the Uniform Investment Adviser Law Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
401(k) participant consulting and educational services
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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PA
10/01/2024 - Present
Conrad Siegel Investment Advisors (HARRISBURG PA)
Active
Inactive
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