Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Soltero is a financial professional with over 20 years of experience in the industry. Sergio is currently registered with St. Bernard Financial Services, Inc., a firm headquartered in Russellville, Arkansas. Previously, Sergio worked for several other firms including Liberty Partners Financial Services, LLC in Raleigh, North Carolina, Woodbury Financial Services, Inc. in El Paso, Texas, New England Securities in New York, New York, MetLife Securities Inc. in Springfield, Massachusetts, and Metropolitan Life Insurance Company in New York, New York. Sergio has a strong background in financial planning, portfolio management, and investment products. Sergio holds Series 6, 7, 24, and 63 securities licenses and specializes in investments, fixed income, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
AR
10/05/2011 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
NC
11/03/2010 - 12/22/2010
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
TX
07/22/2005 - 11/30/2009
WOODBURY FINANCIAL SERVICES, INC. (EL PASO TX)
NY
06/24/2004 - 10/20/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
01/09/2001 - 07/12/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/09/2001 - 07/12/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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