Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Anthony Sota is an investment advisor representative with Safeguard Investment Advisory Group, LLC. Edward Sota holds a Series 65 license and has been in the industry since 1996. His experience includes offering insurance products to clients through his California Life license. Edward Sota provides financial planning and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Edward Sota also offers selection of other advisors services. Safeguard Investment Advisory Group, LLC's main office is located in Corona, California.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
06/22/2017 - Present
Safeguard Investment Advisory Group, LLC (Roseville CA)
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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