Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Torrez is a financial advisor with Fidelity Brokerage Services LLC. David has been in the financial industry since 2014. David is licensed to provide financial advice in 53 states. David previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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TX
03/06/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
10/01/2012 - 10/17/2017
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
11/21/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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