Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Manuel Torres is an investment advisor representative with LPL Financial LLC. Jose has been in the industry since May 2019 and is registered to offer advisory services in Arkansas, California, Georgia, North Carolina, Oklahoma, Texas, and Washington. Prior to joining LPL Financial LLC, Jose worked with Citizens Securities, Inc., Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jose has experience in various areas of financial services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Jose is also a notary and is part of Texans Financial, which is a DBA for LPL business.
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.
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2
TX
03/24/2023 - Present
LPL Financial LLC (RICHARDSON TX)
TX
07/07/2022 - 04/03/2023
CITIZENS SECURITIES, INC. (IRVING TX)
TX
03/04/2022 - 06/22/2022
WELLS FARGO CLEARING SERVICES, LLC (KELLER TX)
TX
12/14/2018 - 02/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
01/18/2017 - 09/06/2017
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 09/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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