Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Torres is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Joshua has been in the financial services industry since 2021 and has held previous positions at Neuberger Berman BD LLC and Spartan Capital Securities, LLC. Joshua holds the Series 63, Series 65, Series 7TO, Series 99TO and SIE licenses and has completed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Joshua has a specialization in portfolio management for businesses, portfolio management for individuals, financial planning and pension consulting.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/01/2024 - Present
J.p. Morgan Securities LLC (Brooklyn NY)
NY
11/29/2021 - 11/21/2023
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
10/19/2021 - 11/29/2021
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
IA
Issued 05/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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