Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Soto is a financial advisor with Edward Jones. Victor is a CERTIFIED FINANCIAL PLANNER™ professional and has been working in the financial services industry since 2009. Victor is also a Chartered Financial Analyst (CFA). Victor has worked at several other firms in the past, including Brighthouse Securities, LLC, MetLife Investors Distribution Company, and 1st Global Capital Corp. Victor is registered to provide investment advice in 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.
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.
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.
See schedule d - miscellaneous
1
2
MO
07/19/2022 - Present
Edward Jones (ST LOUIS MO)
MA
03/06/2017 - 06/14/2022
BRIGHTHOUSE SECURITIES, LLC (BOSTON MA)
MA
02/01/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
TX
07/12/2013 - 12/01/2015
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
02/09/2012 - 07/11/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
02/10/2009 - 11/21/2011
METLIFE SECURITIES INC. (DALLAS TX)
NY
12/06/2000 - 04/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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