About Us

Edwin Soto Quiñones, CFP®

Financial Professional
Phone: (407) 926-2532
Mobile: CELL: (407) 376-2295
Fax: (407) 872-3887

By leveraging over 20 years of wealth management experience, I’ve helped clients identify gaps and create strategies to help them attain their financial goals through a structured and disciplined process. Using Equitable Advisors open architecture, I can provide solutions through numerous carriers and Wealth Managers while maintaining the client’s best interest as my utmost priority.

As a former Equitable Advisors Branch Manager, a position I held for 9 years, I helped Financial Advisors on the development of their practice by providing supervision, education and support. Our team’s engagement with advisors yielded various top level awards at a national level.

I continue to work with associates with different experience levels in case consultation as well as their professional development through mentoring and joint work in order to provide their clients with the benefits, attention to detail and care I provide my own clients.

If you or someone you care for has not established a strategy to understand, clarify and help attain your financial goals or if you already have strategies in place and would like my review, please contact me.

Designations, Experience and Skills:

? Certified Financial Planner™Designation 2005

? Equitable Advisors Divisional Vice President 2001-2003

? Equitable Advisors Executive Vice President 2003-2012

? Board Member PR Life and Disability Insurance Guarantee Association

? Attendee Equitable Institute Harvard

? Fully bilingual Spanish, English

 

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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