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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin Torrado is an active investment advisor representative in the state of Florida and Texas. Agustin has been in the industry since July 11, 2004, and is currently employed by Morgan Stanley. Agustin holds a variety of licenses, including Series 7, 63, 66, and SIE. Agustin has previous experience with Wells Fargo Clearing Services, LLC, and HSBC Securities (USA) INC. In addition to being a registered investment advisor, Agustin is also a Treasurer for Oceana Key Biscayne HOA. Agustin's areas of specialization include Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/15/2021 - Present
Morgan Stanley (Miami FL)
FL
08/21/2015 - 09/17/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
07/12/2004 - 08/31/2015
HSBC SECURITIES (USA) INC. (MIAMI FL)
BOTH
Issued 03/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/08/2004
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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