Derek Soliz
Financial Advisor at Fulcrum Wealth Management
- Role
- Financial Advisor-trading & Operations Manager at Fulcrum Wealth Management
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor-trading & Operations Manager
Jul 2015 — Present · Plano, TX, US
FulcrumEQ is a Registered Investment Advisory firm founded with the mission of meeting the real needs of investors. We believe that serious losses in a short period are the greatest threat to investor goals. FulcrumEQ focuses on reducing this “downside risk” while delivering quality returns when markets are favorable.If you are interested in learning more about our investment solutions visit our website at or call 30•••42.
Education
The University of Texas at Arlington - College of Business Administration
BBA
2003 — 2007
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Orion
- Powerpoint
- Microsoft Excel
- Etfs
- Series 6
- Microsoft Office
- Sales
- 401k
- Securities
- Series 7
- Wealth Management
- Financial Advisory
- Financial Planning
- Uniform Combined State Law
- Investments
- Asset Management
- Ria
- Series 63
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Envestnet
- Equities
- Fixed Income
- Financial Modeling
- Finance
- Microsoft Word
- Salesforce.com
- Investment Advisory
- Series 66
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Financial Services
- Streetscape
- 401(K) Retirement Savings Plans
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