Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Torres is a financial advisor in Santa Barbara, CA, and has been in the industry since 2014. Michael is currently registered with U.S. Bancorp Investments, Inc., and is licensed to provide advisory services in both California and Florida. Michael holds Series 6, 7, 63, 65 and 66 licenses. Michael has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michael specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
11/02/2023 - Present
U.s. Bancorp Investments, Inc. (Santa Barbara CA)
CA
12/18/2018 - 04/18/2023
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
NY
02/03/2014 - 12/13/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 09/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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