Unclaimed
Raul Elias Torres is a financial advisor at Morgan Stanley, a leading global financial services firm. Raul has a proven track record of success in the financial services industry and is committed to providing his clients with personalized financial advice. Raul has a strong understanding of the financial markets and is dedicated to helping his clients reach their financial goals. Raul's experience includes providing financial planning, investment management, and other financial services to individuals, families, and businesses. He is also a registered representative of FINRA and is licensed in multiple states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
11/21/2022 - Present
Morgan Stanley (South Jordan UT)
UT
10/10/2014 - 06/11/2015
KCG SECURITIES, LLC (FARMINGTON UT)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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