Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conny? Claim Your ProfileConny De la torre is a financial advisor with over 10 years of experience in the financial services industry. Conny currently works at Bolton Securities Corp. Conny is also registered as an Investment Advisor Representative with Bolton Securities Corporation. Conny holds the Series 3, 7, and 66 licenses. Conny has worked at other firms including Morgan Stanley, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Morgan Stanley Private Bank, N.A., BOLTON GLOBAL CAPITAL, and BOLTON GLOBAL ASSET MANAGEMENT. Conny specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/06/2023 - Present
Bolton Securities Corp. (MIAMI FL)
FL
07/01/2014 - 10/04/2023
MORGAN STANLEY (Fort Lauderdale FL)
FL
12/13/2013 - 07/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
BOTH
Issued 05/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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