Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Saul Torres is a financial advisor with LPL Financial LLC. Jacob is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT™. Jacob has been in the industry since November 7, 2017. Jacob has a Series 7, Series 66, Series 9 and Series 10 licenses. Prior to joining LPL Financial, Jacob was a financial advisor with TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Jacob specializes in working with high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
01/07/2025 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
WA
05/04/2023 - 07/29/2024
TD AMERITRADE, INC. (Spokane WA)
BOTH
Issued 11/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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