Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sidney? Claim Your ProfileSidney Soria is a financial advisor with LPL Financial LLC. Sidney has been in the financial services industry since 2001. Sidney holds Series 7, 63, and 66 securities licenses as well as a Utah Investment Advisor license. Sidney has worked at Mountain America Credit Union and XCU Capital Corporation, Inc. in the past. Sidney offers a range of services, including investment consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
02/19/2008 - Present
LPL Financial LLC (MURRAY UT)
UT
04/04/2002 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (SALT LAKE CITY UT)
MA
07/18/2001 - 04/09/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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