Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Torres is a financial advisor with over nine years of experience in the industry. Currently, Eduardo is registered with TD Private Client Wealth LLC, working out of the Sunny Isles Beach, Florida branch. Eduardo is a licensed Investment Advisor Representative in Florida, Kansas, Maryland, Missouri, and North Carolina. Eduardo holds the Series 6, 7TO, 63, and 66 licenses. Previous to TD Private Client Wealth LLC, Eduardo was employed by A.G.P. / ALLIANCE GLOBAL PARTNERS, J.P. MORGAN SECURITIES LLC, and FORESTERS FINANCIAL SERVICES, INC.. Eduardo specializes in portfolio management for individuals and businesses, pension consulting, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/08/2024 - Present
TD Private Client Wealth LLC (Sunny Isles Beach FL)
FL
07/01/2022 - 08/03/2023
A.G.P. / ALLIANCE GLOBAL PARTNERS (BOCA RATON FL)
FL
09/27/2018 - 05/03/2022
J.P. MORGAN SECURITIES LLC (PEMBROKE PINES FL)
FL
11/10/2015 - 09/13/2018
FORESTERS FINANCIAL SERVICES, INC. (Sunrise FL)
NJ
09/12/2014 - 10/07/2015
J.P. MORGAN SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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