Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Michelle Torrez is an investment advisor representative at Wells Fargo Clearing Services, LLC. Christina has been working in the financial services industry since September 2014. Christina holds Series 63, 66, 7, 9 and 10 securities licenses, and is registered in 53 states and two US territories. Christina's previous experience includes working at First Clearing, LLC. Christina has a wide range of experience in providing financial advice, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
MO
06/22/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
09/03/2014 - 05/19/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
BOTH
Issued 05/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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