Charles Solomon Email & Phone Number
Vice President and Financial Consultant @ Charles Schwab
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Charles Solomon Location
- Lake Grove, NY, US
Charles Solomon Work
- 2021 -now Vice President and Financial Consultant @
- 2016 -2021 Vice President and Financial Advisor-East region @
- 1992 -2016 NYSE Specialist and Designated Market Maker @
Charles Solomon Education
- Baruch College, Zicklin School of Business
MBA (Finance)
1992-1998 - Binghamton University
Bachelor of Science (BS) (Business/Managerial Economics)
1983-1987
Charles Solomon Skills
- Estate Planning
- Financial Strategies
- Retirement Planning
- College Planning
- Tax Deferred Investment Planning
- Financial Planning
- Portfolio Management
- Capital Markets
- Financial Advisory Services
- Financial Risk
- Investments
- Business Analysis
- Finance
- Wealth Preservation
- Equities
- Compliance
- Wealth Management
- Compliance Regulations
- 401k Distribution Planning
- Risk Management
- Financial Analysis
- Business Succession Planning
- Regulatory Compliance
- Investment Planning
- 401k Rollovers
- Insurance Planning
- Investment Banking
- Trading
- Long Term Care Planning
- Analysis
- Series 7
- Securities
- Financial Markets
- Equity Trading
- Asset Allocation Strategies
Charles Solomon Summary
- Charles Solomon, based in Lake Grove, NY, US, is currently a Vice President and Financial Consultant at Charles Schwab. Charles Solomon brings experience from previous roles at Equitable Advisors and Barclays. Charles Solomon holds a 1992 - 1998 MBA in Finance @ Baruch College, Zicklin School of Business. With a robust skill set that includes Estate Planning, Financial Strategies, Retirement Planning, College Planning, Tax Deferred Investment Planning and more. Charles Solomon has 3 emails and 1 mobile phone numbers on RocketReach.
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