Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Solomon? Claim Your ProfileSolomon Massey is an Investment Advisor Representative with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Solomon has been in the financial services industry since 1997. Solomon holds Series 7, 63, 65, 24, and 51 licenses. Solomon has experience in financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Solomon has a strong track record of providing personalized financial advice to clients.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (SYRACUSE NY)
NY
04/12/2004 - 06/19/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SYRACUSE NY)
OH
02/16/2000 - 01/28/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
11/27/1996 - 02/25/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/5/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 7/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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