Michael SolomonCRD Number: 1324230
Current Firm: Wells Fargo Clearing Services, LLC
Michael Solomon (CRD# 1324230) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Peoria, AZ and has over 36 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Wells Fargo Clearing Services, LLC||Sun City, AZ||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Sun City, AZ||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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