Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Torres is an investment advisor representative registered with TD Private Client Wealth LLC in Connecticut. Jonathon has been in the financial services industry since September 30, 2017. Prior to joining TD Private Client Wealth LLC, Jonathon was with Santander Securities LLC. Jonathon has earned both the Series 6 and Series 7 registrations in addition to passing the Series 63 and Series 66 exams.
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.
A percentage of the total value of assets under management is charged.
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2
CT
09/26/2022 - Present
TD Private Client Wealth LLC (HARTFORD CT)
CT
03/05/2019 - 09/26/2022
SANTANDER SECURITIES LLC (South Windsor CT)
CT
04/11/2018 - 01/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
07/20/2017 - 03/15/2018
SANTANDER SECURITIES LLC (WEST HARTFORD CT)
BOTH
Issued 06/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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