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Tiffany N Soliz

Steward Partners Investment Solutions, LLC

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About Tiffany N Soliz

Tiffany Soliz is a financial advisor with Steward Partners Investment Solutions, LLC, located in Houston, Texas. Tiffany has been in the financial services industry since 1997. Tiffany has a Series 63, Series 7, and a SIE. Tiffany has been registered with the state of Texas since 5/27/2022. Tiffany's experience is primarily in the broker-dealer sector. Tiffany is registered with FINRA and in the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virgin Islands, Virginia, and Washington.

Firm Information

Tiffany Soliz is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tiffany Soliz’s Registration & Firm History

TX

05/27/2022 - Present

Steward Partners Investment Solutions, LLC (HOUSTON TX)

TX

03/22/2018 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

05/13/2005 - 04/03/2018

RBC CAPITAL MARKETS, LLC (HOUSTON TX)

NJ

03/28/1997 - 05/27/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

02/28/1997 - 12/11/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tiffany N Soliz.
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