Unclaimed
Adriana Vila Soto is a registered representative with Equitable Advisors, LLC. Adriana is registered in Florida with a Series 66 license and holds both a Series 7 and SIE license. Adriana Vila Soto has over 2 years of experience in the financial services industry. Adriana has worked for several companies including Tastemakers LLC, Miami Dolphins & Hard Rock Stadium, WorldRemit, LLC (Now Zepz, Inc), and Univision Communications. Adriana's current role is at Equitable Advisors, LLC where Adriana is an Investment Advisor Representative. Adriana Vila Soto has a range of specializations including Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Portfolio Management for Businesses. Adriana is also able to provide Selection of Other Advisors services. Adriana Vila Soto is dedicated to providing her clients with the best possible service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
01/19/2024 - Present
Equitable Advisors, LLC (FT. LAUDERDALE FL)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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