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Rafael David Torres logreira

Charles Schwab & CO., Inc.

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About Rafael David Torres logreira

Rafael David Torres logreira is a financial professional with over 10 years of experience in the industry. Rafael is currently registered with Charles Schwab & CO., Inc. in Paramus, New Jersey. Rafael has previously worked at MORGAN STANLEY in Jersey City, New Jersey, E*TRADE SECURITIES LLC in New York, New York, and WELLS FARGO CLEARING SERVICES, LLC in CLARK, New Jersey. Rafael holds licenses for both broker-dealer and investment advisory activities in multiple states. Rafael specializes in providing financial planning and investment advisory services to individuals and families.

Firm Information

Rafael Torres logreira is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Rafael Torres logreira’s Registration & Firm History

NJ

01/25/2024 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NJ

03/24/2023 - 01/23/2024

MORGAN STANLEY (Jersey City NJ)

NY

01/24/2022 - 09/05/2023

E*TRADE SECURITIES LLC (New York NY)

NJ

11/18/2013 - 01/10/2022

WELLS FARGO CLEARING SERVICES, LLC (CLARK NJ)

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Licenses & Designations

BOTH

Issued 11/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rafael David Torres logreira.
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