Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobbie? Claim Your ProfileBobbie Isabelle Torres is a registered Investment Advisor Representative with Farther. Bobbie is located in San Francisco, CA, and has been working in the financial industry since July 2010. Bobbie holds the Series 65 and SIE licenses. Bobbie has experience working for a variety of financial firms, including American National Investments, The Retirement Group, LLC, and Farther Finance Advisors. Farther provides financial planning and portfolio management services to individuals, businesses, and pension plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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