Unclaimed
Michael Huston Torrey is a financial advisor with over 20 years of experience in the industry. Michael has a wide range of experience, having worked with several firms, including Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., and Triad Advisors LLC. Michael is currently registered with Arkadios Wealth Advisors and specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Michael also holds the Certified Financial Planner designation.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
11/02/2022 - Present
Arkadios Wealth Advisors (Fairfax VA)
VA
09/30/2005 - 11/09/2022
TRIAD ADVISORS LLC (Fairfax VA)
IN
07/08/2000 - 09/30/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NE
01/14/2000 - 07/27/2000
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NH
05/04/2000 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
IA
12/16/1998 - 10/20/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 10/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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