Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Guillermo Torres is a financial advisor with over 38 years of experience in the industry. Eduardo is registered with United Planners' Financial Services Of America A Limited Partner and has previously worked with Investment Placement Group, Oppenheimer & Co. Inc., CIBC World Markets Corp., and Bear, Stearns & Co. Inc. Eduardo is a Series 63 and Series 65 licensed advisor with a Series 3, Series 7 and SIE certification. Eduardo specializes in providing financial planning services for individuals, pension consulting and selection of other advisors. He has experience working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
09/06/2022 - Present
United Planners' Financial Services OF America A Limited Partner (KNOXVILLE TN)
CA
01/26/2016 - 09/08/2022
INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)
CA
01/03/2003 - 01/19/2016
OPPENHEIMER & CO. INC. (SAN DIEGO CA)
NY
02/12/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
01/25/1984 - 02/12/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 01/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1985
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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