Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Fabian Torres is a financial professional with over a decade of experience in the industry. Julio is currently registered with LPL Financial LLC, and specializes in a range of investment services. Previously, Julio worked for SS&C MARKET SERVICES, LLC and WFP SECURITIES.
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.
1
2
CA
03/12/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
02/07/2023 - 03/05/2024
SS&C MARKET SERVICES, LLC (BOSTON MA)
CA
09/24/2015 - 09/29/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/13/2010 - 04/11/2011
WFP SECURITIES (SAN DIEGO CA)
CA
09/29/2008 - 04/09/2009
MORGAN STANLEY & CO. INCORPORATED (LA MESA CA)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
Not sure Julio Torres is the right advisor for you? Invested Better is here to help.
