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Francisco Jose Soler

MAS Advisors LLC

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About Francisco Jose Soler

Francisco Soler is a financial advisor with Mas Advisors LLC. Francisco has been in the financial industry since 2008 and has experience working with insurance companies, high-net-worth individuals, and other investment advisors. Francisco is registered with the state of Florida and is a Chartered Financial Analyst. He works with individual and business clients, offering financial planning, portfolio management, and selection of other advisors. Francisco was previously employed at EFG Capital International and Credicorp Securities, Inc.

Firm Information

Francisco Soler is currently registered with MAS Advisors LLC. MAS Advisors LLC is an investment advisor headquartered in Miami, Florida. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. MAS Advisors LLC manages $1,354,221,310 in regulatory assets under management for 152 clients, including insurance companies, high-net-worth individuals, and other investment advisors. The firm has 1 licensed agent, 2 investment advisor representatives, and 1 registered representative. They are registered with the SEC under the number 801-77354.
MAS Advisors LLC

501 BRICKELL KEY DRIVE

MIAMI, FL 33131

$1.35B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francisco Soler’s Registration & Firm History

FL

06/06/2023 - Present

MAS Advisors LLC (MIAMI FL)

FL

07/10/2018 - 03/28/2023

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

12/23/2008 - 01/25/2013

EFG CAPITAL INTERNATIONAL (MIAMI FL)

FL

08/03/2005 - 04/13/2006

CREDICORP SECURITIES, INC. (CORAL GABLES FL)

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Licenses & Designations

BC

Issued 12/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/26/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Francisco Jose Soler.
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