Unclaimed
Solomon Massey is an experienced financial professional with over 25 years of experience in the industry. Solomon currently holds registrations with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC. Solomon has expertise in a range of financial services, including investment advising, asset allocation, and insurance. Solomon provides financial advisory services to a wide range of clients, including individuals, businesses, 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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/25/2024 - 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 12/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/14/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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