Patricia D. Soto (Trish) [ChFEBC℠]
3478 Albantowne Way or
PO Box 58
Edgewood, MD 21040
Original Certification Date: 11/4/2011
ChFEBC℠ Number: 10P12A11S
Organization: My Shepard Financial
Broker Dealer: Cambridge Investment Research
Phone: 443-372-5148
Cell: 410-652-9742
Fax: 443-587-4182
Email: trish@myshepardfinancial.com
States Currently Licensed: MD, WA, VA, AZ, DE, SC, NC, GA, UT, FL, AL, PA, OH, TX
State Insurance License #: 162267
Primary Insurance: Liberty, Athene, Lincoln, America General, TransAmerica
Primary Investment: Vanguard, Fidelity, Voya and many others
Services: Comprehensive written plans for federal employees and military adn govt contractors. Branching out to first responders and firefighters and police, both state and city
Additional Information: Have been a trusted financial advisor for over 20 years