Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Soriano is an investment advisor representative registered with MissionSquare Retirement. Robert has been in the industry since 2020, and currently has registrations in Arizona and California. Robert previously worked with Edward Jones and has a Series 66, Series 7TO and SIE exam. Robert manages portfolios for individuals and businesses and also provides on-site management for a rental apartment building in Alhambra, California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
DC
01/05/2025 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
02/10/2020 - 10/12/2022
EDWARD JONES (EL SEGUNDO CA)
BOTH
Issued 05/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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