Sophia Solouk (CRD# 7341913) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Burbank, CA and has over 2 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Burbank, CA | Jun 2021 - Current | 3 |
| Unemployed | Unemployed, CA | Mar 2021 - May 2021 | < 1 |
| New York Life | Glendale, CA | Feb 2021 - Feb 2021 | < 1 |
| Beverly Hills High Shool | Beverly Hills, AR | Jul 2020 - Jan 2021 | < 1 |
| Equinox | Los Angeles, CA | May 2019 - Jun 2020 | 1 |
| Sunlife Organics | Los Angeles, CA | Dec 2017 - Oct 2019 | 1 |
| Beverly Vista | Beverly Hills, CA | Nov 2015 - Nov 2017 | 2 |
| Menchie's Frozen Yogurt | Santa Monica, CA | Aug 2015 - Oct 2015 | < 1 |
| Unemployed | Los Angeles, CA | Jun 2011 - Jul 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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