Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Torchia is a financial advisor with Truist Advisory Services, Inc. Carl has been in the financial industry since 1990. Carl is registered to provide investment advice in Florida and Georgia. Carl has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
03/28/2017 - Present
Truist Advisory Services, Inc. (STUART FL)
FL
10/10/2014 - 12/22/2016
BB&T INVESTMENT SERVICES, INC. (PORT SAINT LUCIE FL)
FL
08/26/2010 - 10/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
FL
09/24/2009 - 06/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
MO
06/01/2009 - 08/27/2009
EDWARD JONES (ST. LOUIS MO)
FL
09/06/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (STUART FL)
FL
02/28/2005 - 11/20/2006
SUNTRUST INVESTMENT SERVICES, INC. (PALM BEACH GARDENS FL)
MO
10/01/2000 - 02/03/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/03/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
04/05/1993 - 05/24/1999
PFS INVESTMENTS INC. (DULUTH GA)
TX
09/27/1990 - 11/22/1991
EDI FINANCIAL, INC. (IRVING TX)
MN
07/12/1988 - 11/30/1989
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
NA
03/24/1987 - 07/18/1988
INVESTMENT BROKERS OF AMERICA
BOTH
Issued 06/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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