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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Harold Solomon is an investment advisor representative with Fidelity Personal And Workplace Advisors. Trey has been in the industry since 1994 and has held registrations with a number of firms, including Charles Schwab & Co., Inc., and American Express Financial Advisors Inc. Trey is licensed to provide investment advice in a number of states, including California, Massachusetts, Oregon, Texas, and Utah. Trey's specialization includes providing financial planning, portfolio management, and educational seminars. Trey is currently registered with Fidelity Personal And Workplace Advisors and is actively providing investment advice to a wide range of 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.
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
CA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (CAMPBELL CA)
CA
10/28/1996 - 07/05/2013
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
MN
09/19/1994 - 10/10/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/19/1994 - 10/10/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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