Joe Solan (CRD# 2773102) is an Investment Advisor Representative working at 4sight Advisors LLC in Nyack, NY and has over 26 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Realfi Home Funding | White Plains, NY | Aug 2020 - Current | 3 |
| 4sight Advisors LLC | Suffern, NY | Jul 2017 - Current | 6 |
| Prepsta, Inc. | Suffern, NY | Jul 2011 - Current | 12 |
| Residential Home Funding | White Plains, NY | Jan 2017 - Aug 2020 | 3 |
| The Confluent Group, LLC | Montebello, NY | May 2016 - Jul 2017 | 1 |
| Wells Fargo Advisors, LLC | Paramus, NJ | May 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- NY
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts193ACCOUNTS
-
Average Account Value$41,426
- 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
NY, TX
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