Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grant? Claim Your ProfileGrant Michael Torres is a registered investment advisor representative with Ameriprise Financial Services, LLC. Grant Michael Torres has been working in the financial industry since July 7, 2019. Grant Michael Torres is registered in California and Texas. Grant Michael Torres is licensed to offer securities and investment advisory services through Ameriprise Financial Services, LLC. The firm has offices in Irvine, California, and Westminster, California. The firm offers a variety of investment advisory services, including financial planning, pension consulting, asset allocation services, educational seminars, publication of periodicals, and selection of other advisers. The firm also offers portfolio management for businesses and individuals. Ameriprise Financial Services, LLC is a registered investment adviser with the Securities and Exchange Commission.
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.
Asset allocation services
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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2
CA
09/18/2024 - Present
Ameriprise Financial Services, LLC (IRVINE CA)
BOTH
Issued 04/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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