Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Solis is a financial advisor with over 19 years of experience in the industry. Victor is currently registered with Onedigital Investment Advisors and holds Series 7, 24, 63 and 65 licenses. Victor has previously been associated with firms such as Triad Advisors, LPL Financial LLC, Kestra Investment Services, LLC, MML Investors Services, LLC, Worden Capital Management LLC, and Olympia Asset Management, LTD. Victor specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Victor is also a Certified Financial Planner. Victor has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized, high-quality service.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/03/2021 - Present
Onedigital Investment Advisors (Hauppauge NY)
NY
04/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (Hauppauge NY)
NY
04/28/2016 - 05/04/2021
LPL FINANCIAL LLC (HAUPPAUGE NY)
NY
06/18/2012 - 05/02/2016
KESTRA INVESTMENT SERVICES, LLC (HAUPPAUGE NY)
NY
08/11/2010 - 06/18/2012
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
04/09/2009 - 06/29/2010
WORDEN CAPITAL MANAGEMENT LLC (LAKE SUCCESS NY)
NY
12/06/2004 - 04/15/2009
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
IA
Issued 04/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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