Patricia D. Soto [ChFEBC℠]
219 West Bel Air, Suite 7
Aberdeen, MD 21001
Original Certification Date 11/4/2011
Organization: First Command Financial Planning
Broker Dealer: First Command Financial Planning
Phone: 410-272-0727 Extension:
States Currently Licensed: MD, VA, DE, HI, FL, PA, SC
Primary Insurance Companies: Monumental, Midland, Western Reserve, Aviva, AIG, Liberty
Primary Investment Companies: Fidelity, Invesco, Pioneer
Services: I am a financial planner and do total needs analysis when working with a client.
Services include fee based planning, comprehensive written plans.
Additional Information: Detailed financial written plan for each client