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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 Shen is a registered investment advisor representative with Synergy Investment Management LLC. Solomon has been working in the financial services industry since 2010. Solomon has Series 7, Series 63, and Series 66 securities licenses. Solomon is registered to offer investment advisory services in Delaware, Florida, Georgia, New Jersey, South Carolina, and Texas. Solomon has a background in financial planning, portfolio management, and other investment advisory services. Solomon provides investment advisory services to individuals and businesses. Solomon is also a Certified NRA Instructor. Solomon is a licensed agent for Wells Fargo Advisors LLC and LPL Financial, LLC. Solomon is a business owner and holds positions in multiple entities.
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.
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
FL
09/04/2024 - Present
Synergy Investment Management LLC (Maitland FL)
FL
12/21/2010 - 10/11/2016
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
NJ
05/05/2010 - 12/15/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 01/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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