Edwin Soto Quiñones
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.