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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarit? Claim Your ProfileMargarit Torosyan is a financial advisor registered with Wells Fargo Clearing Services, LLC. Margarit has been in the financial services industry since 2017. Margarit is licensed to provide investment advice in Connecticut, Florida and Massachusetts. Margarit is also registered with the Securities Industry and Financial Markets Association (FINRA) and has a Series 7, 6, 63 and 65 license. Margarit specializes in providing financial advice to individuals, families, and businesses. Margarit has experience working with a variety of clients including high-net-worth individuals, corporations, and retirement plans. Margarit is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
CT
11/16/2022 - Present
Wells Fargo Clearing Services, LLC (ANSONIA CT)
CT
09/09/2022 - 11/03/2022
J.P. MORGAN SECURITIES LLC (Enfield CT)
CT
07/15/2019 - 08/24/2022
WELLS FARGO CLEARING SERVICES, LLC (PLANTSVILLE CT)
CT
09/28/2017 - 06/24/2019
SANTANDER SECURITIES LLC (EAST HARTFORD CT)
IA
Issued 01/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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