Unclaimed
Raquel Torres is a financial advisor with J.P. Morgan Securities LLC. Raquel has been working in the financial industry since August 2014 and has a variety of experience. Raquel has passed the Series 6 and the SIE exams, as well as the Series 63 exam. Raquel is registered in Connecticut, Florida, New Jersey, New York, and North Carolina. Raquel specializes in 1, 2, 4, 5, and 6. Prior to joining J.P. Morgan Securities LLC, Raquel worked for NYLIFE Securities LLC.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/09/2020 - Present
J.p. Morgan Securities LLC (BRONX NY)
NY
05/08/2018 - 12/26/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
06/27/2014 - 04/10/2018
J.P. MORGAN SECURITIES LLC (BRONX NY)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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