Victor H. Soto Anselmi
Professional summary
Victor Hugo Soto Anselmi, who also goes by VIctor Hugo Soto, is a registered financial advisor currently at TRUST BEYOND CORP located in Key Biscayne, Florida.
Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Victor has worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Victor Hugo Soto Anselmi's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2021 - Present
TRUST BEYOND CORP
March 13, 2015 - January 5, 2021
INVEX ADVISORS LLC
August 8, 2014 - January 5, 2021
INVEX, LLC.
November 13, 2006 - June 4, 2009
CREDICORP CAPITAL SECURITIES, INC.
September 27, 2006 - June 4, 2009
CREDICORP CAPITAL SECURITIES, INC.
Primary Firm SEC Registration
TRUST BEYOND CORP
CRD#: 312721 / SEC#: 801-132752
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2021)
Exams
Series 7TO
Date: 3/18/2024
General Securities Representative ExaminationCurrent Firm
TRUST BEYOND CORP
CRD#: 312721 / SEC#: 801-132752
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 114,911,350 |
Red Flags
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