Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Torres is a financial advisor with over 20 years of experience in the financial services industry. Alberto is a registered representative of LPL Financial LLC. Alberto's previous employers include Waddell & Reed, Investment Professionals, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. He is also a licensed Real Estate Agent in California. Alberto holds several securities licenses including Series 7, Series 9, Series 10, Series 24, Series 51, and Series 66. He specializes in providing investment advice and financial planning to individuals, families, and businesses. Alberto has a strong track record of success in helping clients achieve their financial goals. He is committed to providing his clients with personalized attention and sound financial advice.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
07/21/2021 - Present
LPL Financial LLC (MCALLEN TX)
TX
02/24/2015 - 07/21/2021
WADDELL & REED (MCALLEN TX)
TX
06/10/2009 - 03/11/2015
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
06/06/2002 - 06/01/2009
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
MN
06/06/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Alberto Torres is the right advisor for you? Invested Better is here to help.
