SS
Stephen Solomon
from Chokshi & Queen Wealth Advisors
Stephen Solomon is a financial advisor based in California, San Diego,
with 31 years of experience. Stephen currently works for
Chokshi & Queen Wealth Advisors.
Stephen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephen Solomon works at Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors is a financial advisory firm based in San Diego, California. It currently has approximately $143,456,995 of assets under management and employs about 3 people. Chokshi & Queen Wealth Advisors uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
22 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4510 Executive Drive, Suite 203, San Diego, California, 92121
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