Patricia D. Soto

Patricia (Trish) Soto [ChFEBC℠]

219 West Bel Air
Suite 7
Aberdeen, MD 21001

Original Certification Date: 11/4/2011

Organization: First Command

Broker Dealer: First Command Financial Planning Inc

Phone: 410-272-0727
Fax: 410-272-1736

Email: pdsoto@firstcommand.com

States Currently Licensed: MD, UT, HI, PA, DE, AL, NJ, VA, SC, NC, GA, AZ, FL, WA, DC

Primary Insurance: Liberty Trans America, Lincoln Midland, American General

Primary Investment: Managed Account platforms that have over 18 funds in each platform. Fidelity, Invesco, Pioneer, American Funds

Services: Written comprehensive financial plans. Emphasis on Federal Employees, Military and Government Contractors

Additional Information: Working with Federal Employees, Military and Government Contractors for over 17 years