Charlie R. Soto

Wealth Management Advisor, Senior Vice President @Merrill Lynch

Myrtle Beach, SC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2005 — Present

Wealth Management Advisor, Senior Vice President @Merrill Lynch

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EDUCATION

1997 — 2002

Edinboro University of Pennsylvania

Bachelor's Degree

SKILLS

Personalized Retirement CoachingRetirement Income StrategiesRetirement Income PlanningRetirement PlanningInvestment ManagementInvestment Income StrategiesCompany Retirement PlansRetirement Planning ServicesWealth Strategy for Families Who Own a BusinessWealth Management

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Charlie R. Soto — Wealth Management Advisor, Senior Vice President at Merrill Lynch in Myrtle Beach, SC, US | Unifers