Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Solomon? Claim Your ProfileSolomon Matthews Kilgroe is an investment advisor representative associated with Cyndeo Wealth Partners. Solomon has been in the industry since 1991 and has been registered with the state of Florida since 2020. Solomon has also been active in the insurance industry since 2020 and is licensed to sell life insurance and annuities in Florida. In addition to his work with Cyndeo Wealth Partners, Solomon is a member of the Board of Directors for Eckerd College and is also a managing member of McKJ Partners, a single member LLC. Solomon is a well-respected and experienced financial advisor with a strong track record of success.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting/family office and wealth planning services
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
FL
06/16/2020 - Present
Cyndeo Wealth Partners (ST. PETERSBURG FL)
FL
06/12/2020 - 01/03/2022
PURSHE KAPLAN STERLING INVESTMENTS (St. Petersburg FL)
FL
02/27/2012 - 07/06/2020
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
FL
04/09/1991 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
IA
Issued 02/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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