Michael Solari (CRD# 5702111) is an Investment Advisor Representative working at Solari Financial Planning, LLC in Goffstown, NH and has over 14 years of experience in the finance industry. Michael Solari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solari Financial Planning, LLC | Goffstown, NH | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- MA
- NH
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$677,318
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, TX
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