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 a financial professional with over 20 years of experience in the industry. Jason is currently registered with T. Rowe Price Investment Services, Inc. Previously, Jason was registered with MBSC Securities Corporation and BNY Investment Center Inc. Jason is licensed in 53 states and holds the Series 3, Series 7, and SIE licenses.
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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2
MD
01/22/2008 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
NY
09/04/2007 - 11/09/2007
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
03/13/2001 - 09/10/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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