Unclaimed
Jaime Abreu Torres is a financial advisor with over 20 years of experience in the financial services industry. Jaime is currently registered with Pruco Securities, LLC, and has been with the firm since December 2023. Previously, Jaime was a financial advisor with Cetera Investment Services LLC, Edward Jones, BancWest Investment Services, Inc., Morgan Stanley, RBC Capital Markets, LLC, J.P. Morgan Securities LLC, Spire Securities, LLC, Deutsche Bank Securities Inc., and Citigroup Global Markets Inc. Jaime holds Series 7 and Series 66 securities licenses. Jaime specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Jaime also has experience working with high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
MA
02/08/2024 - Present
Pruco Securities, LLC (WAKEFIELD MA)
ME
08/31/2021 - 12/26/2023
CETERA INVESTMENT SERVICES LLC (BAR HARBOR ME)
CA
02/14/2020 - 08/02/2021
EDWARD JONES (Los Alamitos CA)
CA
11/18/2016 - 02/21/2020
BANCWEST INVESTMENT SERVICES, INC. (DOWNEY CA)
CA
11/18/2015 - 09/01/2016
MORGAN STANLEY (NEWPORT BEACH CA)
CA
07/15/2014 - 08/18/2015
RBC CAPITAL MARKETS, LLC (NEWPORT BEACH CA)
NY
10/17/2013 - 07/29/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CA
05/06/2013 - 05/22/2013
SPIRE SECURITIES, LLC (IRVINE CA)
CA
07/16/2007 - 11/05/2012
DEUTSCHE BANK SECURITIES INC. (COSTA MESA CA)
FL
11/12/2001 - 06/27/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 01/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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