Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Soto is an investment banking professional with over 13 years of experience in the financial services industry. Currently, Jason is a registered representative with Moelis & Co. LLC. Jason has held previous roles with Keefe, Bruyette & Woods, Inc. Jason holds Series 7, SIE, and Series 79TO licenses as well as a Series 63 license. Jason is registered to conduct business in New York.
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.
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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NY
05/07/2018 - Present
Moelis & Co. LLC (NEW YORK NY)
NY
03/03/2010 - 05/08/2018
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
BC
Issued 07/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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