Sotero M. Morales Perez

Current Employers

Employment History

• 06/2014 → Present
  Sotero Morales -Insurance (Life, Disability, Health & Property)
  Ponce, PR
• 05/2015 → 12/2016
  Mml Investors Services, Llc
  Hato Rey, PR
• 03/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2021 → Present
  Sotero Morales Financial Services
  San Juan, PR
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES,LONG TERM CARE, PROPERTY & CASUALTY ; 2.NAME OF OTHER BUSINESS: SOTERO MORALES FINANCIAL SERVICES INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2020-12-21

Other Names

• Sotero M Morales
• Sotero Morales Perez
• Sotero Morales
• Sotero M. Morales Perez