Sandy Soliman (CRD# 7027577) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has over 5 years of experience in the finance industry.
CRD# 2170883
Ubs Financial Services Inc.
CRD# 1246048
Thrivent Advisor Network, LLC
CRD# 3084990
Halbert Hargrove
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Santa Monica, CA | Oct 2018 - Current | 6 |
| N/a | Los Angeles, CA | May 2018 - Oct 2018 | < 1 |
| Deloitte And Touche Middle East | Dubai, | Jan 2018 - Apr 2018 | < 1 |
| American University Of Sharjah | Sharjah, | Aug 2017 - Dec 2017 | < 1 |
| San Diego State University | San Diego, CA | Aug 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- 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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