Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan David Soto is a financial professional with over 6 years of experience in the financial services industry. Jonathan currently holds a Series 6, Series 63, and Series 6TO licenses. Jonathan is registered with MML Investors Services, LLC and is located in Austin, Texas. Jonathan has been with MML Investors Services, LLC since May 2023, after previously working with NYLIFE Securities LLC. Jonathan specializes in helping clients with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
TX
05/01/2023 - Present
MML Investors Services, LLC (Austin TX)
TX
09/01/2016 - 09/03/2021
NYLIFE SECURITIES LLC (AUSTIN TX)
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Soto is the right advisor for you? Invested Better is here to help.
