Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harry? Claim Your ProfileHarry Dejesus Toro is a registered investment advisor representative with J.W. Cole Advisors, Inc. located in Tampa, Florida. Harry is a Series 6, 7, and 63 licensed professional, and has been in the industry since March 1997. Harry has experience working with individual investors, high-net-worth individuals, corporations, charitable organizations, and pension plans. He offers a variety of advisory services including financial planning, portfolio management, selection of other advisors, and educational seminars.
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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
10/08/2010 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
10/01/2004 - 09/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
KS
03/12/1997 - 10/05/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Harry Toro is the right advisor for you? Invested Better is here to help.
