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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 John Stewart is a financial advisor registered with NFP Retirement Inc. and is licensed in the state of California. Solomon has been in the financial services industry for over a decade and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. He holds a Series 3, Series 7, and Series 63 licenses. Solomon is a CFA charterholder. Previous firms Solomon has worked with include KESTRA Investment Services, LLC, FINANCIAL TELESIS INC, BLACKROCK INVESTMENTS, LLC, and BLACKROCK FUND DISTRIBUTION COMPANY.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
06/05/2014 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
CA
07/29/2014 - 12/31/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
CA
05/09/2014 - 07/23/2014
FINANCIAL TELESIS INC (ALISO VIEJO CA)
CA
01/03/2012 - 11/21/2013
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/11/2010 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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