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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gabriel Torres is a financial advisor with Integrated Wealth Concepts LLC in North Attleboro, Massachusetts. Christopher Gabriel Torres has been a registered representative since 2016 and is currently registered in Massachusetts and Rhode Island. Christopher Gabriel Torres's previous experience includes working with McAdam LLC in Boston, Massachusetts. Christopher Gabriel Torres has a background in accounting and has worked as a partner at Taylor & Company PC, a CPA practice. Christopher Gabriel Torres is a certified public accountant and holds Series 63, 65 and SIE licenses. Christopher Gabriel Torres specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for 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.
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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MA
01/01/2024 - Present
Integrated Wealth Concepts LLC (NORTH ATTLEBORO MA)
MA
07/05/2016 - 10/05/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
IA
Issued 12/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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