Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Soto is an investment advisor representative with T. Rowe Price Advisory Services, Inc. Eric has been in the industry since 2021. Eric has Series 63, Series 6TO, and SIE licenses. Eric's previous roles include positions with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC.
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.
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.
See schedule d
1
2
MD
12/19/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
02/23/2023 - 04/20/2023
WELLS FARGO CLEARING SERVICES, LLC (CATONSVILLE MD)
MD
11/01/2021 - 02/12/2023
J.P. MORGAN SECURITIES LLC (Lutherville Timonium MD)
BC
Issued 11/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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