Unclaimed
Jesus Soto is a financial advisor who has been working in the industry since February 15, 2018. Jesus is currently registered with MML Investors Services, LLC and MML Strategic Distributors, LLC. Jesus holds the Series 6 and SIE securities licenses. Jesus specializes in providing financial advice to a wide range of clients including corporations, high-net-worth individuals, insurance companies, and charitable organizations. Jesus is located at 1295 State Street in Springfield, Massachusetts.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
07/14/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
02/16/2018 - 04/08/2021
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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