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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Solomon? Claim Your ProfileSolomon Gamertsfelder is a financial advisor who has been in the industry since 2014. Solomon is currently registered with UBS Financial Services Inc. Solomon has previously worked for Morgan Stanley. Solomon holds licenses for Series 7, 9, 10, 63 and 66. Solomon has a long history of working with individuals, corporations and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
06/09/2022 - Present
UBS Financial Services Inc. (COLUMBUS OH)
OH
11/11/2019 - 05/23/2022
MORGAN STANLEY (Columbus OH)
TN
05/16/2014 - 06/19/2019
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
OH
10/31/2013 - 05/21/2014
MORGAN STANLEY (COLUMBUS OH)
BOTH
Issued 11/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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