Unclaimed
Solomon Reeves is a financial advisor with over 25 years of experience in the industry. Solomon currently works with AssuredPartners Investment Advisors and has a strong focus on serving high-net-worth individuals, with over $110 million in assets under management for this client type. Solomon is also licensed in both Florida and Washington. Solomon has held prior positions at Securities America, Inc., Investacorp, Inc., KMS Financial Services, Inc., 1717 Capital Management Company, PMG Securities Corporation, Investors Brokerage Services, Inc., Legacy Financial Services, Inc. and Pacific West Securities, Inc. Solomon holds the Series 6, Series 63, Series 65, and SIE licenses. In addition to his work as an advisor, Solomon is also a managing partner of FMG Properties LLC and a managing member of SN Reeves LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
FL
01/04/2023 - Present
Assuredpartners Investment Advisors (TAMPA FL)
FL
07/17/2020 - 07/06/2021
SECURITIES AMERICA, INC. (PLANTATION FL)
FL
10/27/2014 - 07/17/2020
INVESTACORP, INC. (PLANTATION FL)
WA
04/25/2005 - 10/27/2014
KMS FINANCIAL SERVICES, INC. (UNIVERSITY PLACE WA)
DE
07/01/2004 - 05/03/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IL
08/01/2000 - 06/16/2004
PMG SECURITIES CORPORATION (ELGIN IL)
IL
12/15/1999 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CA
03/25/1997 - 12/31/1999
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
WA
10/05/1994 - 05/12/1995
PACIFIC WEST SECURITIES, INC. (RENTON WA)
IA
Issued 01/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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