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Voltaire Cristian Escalona

Main Street Financial Solutions, LLC

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About Voltaire Cristian Escalona

Voltaire Escalona is a financial advisor registered with the state of Pennsylvania and is currently affiliated with Main Street Financial Solutions, LLC and Arsenal Capital Advisors LLC. Voltaire has been in the financial services industry since 2014. Voltaire's experience includes working at Goldman Sachs & Co. LLC and J.P. Morgan Securities LLC. Voltaire holds the Series 63, Series 65, Series 7 and SIE licenses.

Firm Information

Voltaire Escalona is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Voltaire Escalona’s Registration & Firm History

PA

09/30/2024 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

PA

04/13/2018 - 05/29/2020

J.P. MORGAN SECURITIES LLC (Philadelphia PA)

NY

09/25/2014 - 04/17/2018

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/21/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Voltaire Cristian Escalona.
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