Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Torres is a financial advisor registered with J.P. Morgan Securities LLC. Marc is a registered representative and investment advisor representative with 21 years of experience in the financial industry. Prior to joining J.P. Morgan Securities LLC, Marc worked for WELLS FARGO ADVISORS, LLC, WELLS FARGO CLEARING SERVICES, LLC and CREDIT SUISSE SECURITIES (USA) LLC. Marc holds Series 66, SIE and Series 7 licenses and is licensed to conduct business in all states. Marc has been actively involved in financial planning, pension consulting, and portfolio management.
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
07/25/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
12/07/2015 - 08/03/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 12/21/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/14/2012 - 09/24/2012
SEA PORT GROUP SECURITIES, LLC (NEW YORK NY)
NY
11/14/2011 - 05/01/2012
BTIG, LLC (NEW YORK NY)
NY
10/18/2011 - 12/01/2011
MF GLOBAL INC. (NEW YORK NY)
NY
06/10/2010 - 09/13/2011
UBS SECURITIES LLC (NEW YORK NY)
NY
08/17/2009 - 06/08/2010
PIPER JAFFRAY & CO. (NEW YORK NY)
NY
06/16/2009 - 08/17/2009
CROSS POINT CAPITAL LLC (NEW YORK NY)
CT
08/12/2008 - 06/11/2009
ALADDIN CAPITAL LLC (STAMFORD CT)
NY
09/06/2006 - 03/17/2008
TERWIN CAPITAL, LLC (NEW YORK NY)
NY
04/04/2005 - 07/21/2006
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
12/12/2003 - 04/08/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
06/13/2003 - 12/19/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/12/2000 - 06/23/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative 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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