Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Torres Riano torrens is a registered investment advisor representative with Raymond James & Associates, Inc. based in Coral Gables, Florida. Melissa Torres Riano torrens is also registered as an investment advisor representative in Colorado, Florida, New Jersey, and Texas. Melissa Torres Riano torrens has been in the securities industry since September 2001 and has experience with Wells Fargo Clearing Services, LLC, Oppenheimer & Co. Inc., and Wells Fargo Advisors, LLC. Melissa Torres Riano torrens specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
Please see note in schedule d - miscellaneous
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
FL
04/20/2021 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
11/18/2015 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
09/08/2010 - 11/16/2015
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
07/01/2003 - 09/08/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NY
09/10/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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