Broker Check
Robert  Soler CFA, WMCP, RICP, CExP

Robert Soler CFA, WMCP, RICP, CExP

Education and Training:

  • Catholic University of America, B.C.E
  • Series 7 and Series 66
  • Chartered Financial Analyst
  • Retirement Income Certified Professional 

Specialized Services Offered:

  • Financial Balance and Organization
  • Wealth Building and Preservation
  • College Planning
  • Retirement Planning
  • Business Planning and Tax Strategies
  • Insurance Planning and Design

Community, Charitable or Professional Organizations:

  • Back on my Feet
  • North Shore Animal League

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian