Unclaimed Profile

Jennifer Lynn Soltis

VANTAGE FINANCIAL GROUP, INC.·CLEVELAND, Ohio

SIE, Series 4, Series 6, Series 7, Series 24, Series 26, Series 52TO, Series 53, Series 66Clean record21 years registeredVANTAGE FINANCIAL GROUP, INC.

6200 ROCKSIDE ROAD, CLEVELAND, OH 44131CRD# 3143883Firm CRD# 105950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Lynn Soltis · CLEVELAND, OH

Registration

CRD #3143883 · VANTAGE FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – present

VANTAGE FINANCIAL GROUP, INC.

Jan 2022 – present

CETERA WEALTH SERVICES, LLC

Oct 2016 – present

CETERA ADVISOR NETWORKS LLC

Jun 2018 – Jun 2023

VALLEY VIEW, OH

PNC INVESTMENTS

Sep 2009 – Oct 2015

CLEVELAND, OH

NATCITY INVESTMENTS, INC.

May 2005 – Nov 2009

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 24

Series 26

Series 52TO

Series 53

Series 66

Registration record

First registered · May 24, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE FINANCIAL GROUP, INC.

CRD 105950 · SEC 801-33485

AUM

$720M

Regulatory assets under management

Employees

2,461 client accounts

Services offered by VANTAGE FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jennifer Lynn Soltis offer?

Jennifer Lynn Soltis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Jennifer Lynn Soltis's credentials?

Jennifer Lynn Soltis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer Lynn Soltis located?

Jennifer Lynn Soltis is based in CLEVELAND, Ohio, working with VANTAGE FINANCIAL GROUP, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Jennifer Lynn Soltis charge for services?

Jennifer Lynn Soltis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE FINANCIAL GROUP, INC.?

VANTAGE FINANCIAL GROUP, INC. has approximately 63 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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