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Holly May Soto

Symetra Securities, Inc.

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About Holly May Soto

Holly Soto is a financial professional with Symetra Securities, Inc., a firm registered with the Securities and Exchange Commission. Holly is licensed to sell securities in Washington and Illinois. Holly has been in the industry for less than a year, and has passed the Series 63, 6TO, and SIE exams.

Firm Information

Holly Soto is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

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.

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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Holly Soto’s Registration & Firm History

WA

06/29/2024 - Present

Symetra Securities, Inc. (BELLEVUE WA)

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Licenses & Designations

BC

Issued 07/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/28/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly May Soto.
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