Learn more about our approach and services

We have a track record in the financial services industry since 2007

Sotero M. Morales Pérez

FINANCIAL ADVISOR

Sotero Morales Pérez is a Financial Advisor registered with FINRA and licensed in insurance with the Insurance Commissioner of Puerto Rico since 2007, serving Puerto Rico and the United States.

Experience

Sotero has worked with renowned institutions, acquiring a solid track record in portfolio management, market analysis, strategic financial planning and insurance.

As a financial advisor, I have a robust network of resources across various areas of the finance profession designed to support clients and prospects. These include access to multiple insurance and investment companies, financial analysis tools, remote service technology, and the support of professionals specializing in different areas of insurance and investments. These resources allow me to offer competitive options tailored to each client’s needs, enabling me to compare products and design customized solutions in every case.

Licenses & Registrations

Securities Registration- CRD5441448
- SIE Series
- Series 7
- Series 66
Insurance Licence – Puerto Rico Lic.51985 /NPN:1212893, Florida Lic.G044081
- Life Insurance
- Disability Insurance
- Health Insurance
- Property and Contingency Insurance
- Variables

What do we do?

We help individuals, families, and business owners organize, defend and build their finances through customized solutions. We offer guidance on insurance, investments, and financial planning, always focused on each client's specific goals and needs.

How Do We Do It?

We begin with a detailed analysis of each client's financial situation, listening to their goals, priorities, and concerns. Based on this assessment, we design a clear and structured plan that serves as a guide for financial decision-making.

Make your inquiry today!

CLICK HERE

Schedule

Monday to Friday: 9:00 AM – 5:00 PM

Call Us

(787) 217-4444

Email

info@soteromorales.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Important Information and Form CRS | Business Continuity

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.