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

Phone: 410-272-0727

Cell: 410-652-9742

Fax: 410-272-1736


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

CRD#: 162267 NPN#: 6836286

Primary Insurance Companies: TransAmerica, Midland, Allianz, Genworth, John Hancock, Liberty

Primary Investment Companies: Fidelity, American, Pioneer, Franklin Templeton, Assets Managed Solutions Platforms

Services: Written comprehensive plan, retirement planning for federal employees and military, coaching those who serve in their pursuit of financial security

Additional Information: I am well versed in federal employee benefits and the blended retirement system for the military. I am very familiar with many government contractor benefits and 401K