Pablo
Soto Aldana
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Pablo Soto Aldana is a financial advisor based out of Cheyenne, Wyoming, with 1 year of relevant experience. Soto Aldana is currently employed by United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Blue Federal Credit Union, Cuso Financial Services, Lp, United Planners, Rolling Green Landscaping LLC, Home Water Tech, Primerica Financial Services and Pfs Investments Inc. Soto Aldana maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Wyoming. United Planners' Financial Services Of America A Limited Partner is an advisory business that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 people on staff. It administers $6 billion in assets under management across its 50,361 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 83 charitable organizations. Of its 50,361 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services the firm provides the client. However, fees billed by United Planners' Financial Services Of America A Limited Partner can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Pablo Soto Aldana Work History
Pablo has been registered as a financial advisor for 1 years.*
United Planners
Cuso Financial Services, Lp
Blue Federal Credit Union
Rolling Green Landscaping LLC
Primerica Financial Services
Pfs Investments Inc
Home Water Tech
Cuso Financial Services, Lp
Blue Federal Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Pablo Soto Aldana to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Scottsdale, AZ
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Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
