Robert Sollis Email & Phone Number
Principal @ Taurum Retirement Partners, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Sollis Location
- Mesa, AZ, US
Robert Sollis Work
- 2016 -now Principal @
- 2012 -2015 Owner and Financial Advisor @ Allay Financial Services, LLC
- 2010 -2012 Account Executive @
- 2007 -2010 Fixed Income Relationship Officer @
- 2006 -2007 Fixed Income Specialist @
- 2006 -2006 International Trading Representitive @
- 1999 -2006 Financial Services @
- 1997 -1999 Manager @ Wasatch Pizza Company
Robert Sollis Education
- The American College
Chartered Financial Consultant®
- Salt Lake Community College
- Kaplan University
Financial Planning
Robert Sollis Skills
- Personal Financial Planning
- Microsoft Excel
- Series 7
- Income Planning
- Retirement Planning
- Project Management
- Estate Planning
- Investment Strategies
- Asset Management
- Retirement Plan
- Fixed Income
- Asset Managment
- Investments
- Equities
- Retirement Plan Consulting
- Variable Annuities
- Series 63
- Registered Investment Advisor
- Personal Financial
- Microsoft Word
- Fixed Annuities
- Mutual Funds
- Microsoft Office
Robert Sollis Summary
- Robert Sollis, based in Mesa, AZ, US, is currently a Principal at Taurum Retirement Partners, LLC. Robert Sollis brings experience from previous roles at Allay Financial Services, LLC and Fidelity Investments. Robert Sollis holds a Chartered Financial Consultant® @ The American College. With a robust skill set that includes Personal Financial Planning, Microsoft Excel, Series 7, Income Planning, Retirement Planning and more. Robert Sollis has 4 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Robert Sollis?
Find contact details for 700 million professionals.
Top Taurum Retirement Partners, LLC Employees
Jackson Beck
Financial Advisor
Phoenix, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co