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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Andres Torres is a financial advisor with Snowden Capital Advisors LLC, a firm that provides a range of financial services to individuals, corporations, charitable organizations and pension plans. Felipe has been in the financial services industry since 2015 and holds Series 7, 63, and 65 licenses. Felipe previously worked at Creand Securities, BigSur Wealth Management LLC, Santander Private Bank, Davivienda Corredores, and HB Asset Mgmt. Felipe is currently registered as a Registered Investment Advisor in Florida.
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.
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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NY
07/17/2024 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
FL
06/23/2022 - 07/10/2024
CREAND SECURITIES (MIAMI FL)
BC
Issued 09/26/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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