Unclaimed
Bryan Torres is a financial advisor with Avantax Investment Services, Inc. based in Woodside, NY. Bryan specializes in providing financial advice and investment services to individuals and families. Bryan has a strong foundation in financial planning and investment strategies, having earned the Series 63, Series 6TO, and SIE licenses.
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.
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.
1
2
NY
12/04/2023 - Present
Avantax Investment Services, Inc. (Woodside NY)
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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