Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Edgar Torres is a registered Investment Advisor Representative in Texas. Jose Edgar Torres has been in the industry for over 10 years and has experience providing investment advice to individuals and corporations. Jose Edgar Torres is currently registered with Impact Partnership Wealth, LLC and has been with the firm since February 2024. Jose Edgar Torres holds a Series 65 license. Impact Partnership Wealth, LLC offers financial planning, educational seminars, and portfolio management services to individuals and 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.
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.
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.
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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TX
03/01/2024 - Present
Impact Partnership Wealth, LLC (Cedar Park TX)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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