Patricia D. Soto

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:

Cell: 410-652-9742

Fax: 410-272-1736


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