About Us

Edwin Soto Quiñones

Financial Professional
Phone: (407) 926-2532
Mobile: (407) 376-2295
Fax: (407) 872-3887

By leveraging over 20 years of wealth management experience, I’ve helped clients identify gaps and create strategies to help them attain their financial goals through a structured and disciplined process. Using Equitable Advisors open architecture, I can provide solutions through numerous carriers and Wealth Managers while maintaining the client’s best interest as my utmost priority.

As a former Equitable Advisors Branch Manager, a position I held for 9 years, I helped Financial Advisors on the development of their practice by providing supervision, education and support. Our team’s engagement with advisors yielded various top level awards at a national level.

I continue to work with associates with different experience levels in case consultation as well as their professional development through mentoring and joint work in order to provide their clients with the benefits, attention to detail and care I provide my own clients.

If you or someone you care for has not established a strategy to understand, clarify and help attain your financial goals or if you already have strategies in place and would like my review, please contact me.

Designations, Experience and Skills:

Equitable Advisors Divisional Vice President 2001-2003

Equitable Advisors Executive Vice President 2003-2012

Board Member PR Life and Disability Insurance Guarantee Association

Attendee AXA Institute Harvard

Fully bilingual Spanish, English

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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