Unclaimed
Rolando Torres is a financial advisor registered with J.P. Morgan Securities LLC. Rolando has been in the financial industry for over 4 years, specializing in various areas including investment advisory services, pension consulting, portfolio management for businesses and individuals, and the selection of other advisors. Rolando is registered in Massachusetts, New Hampshire, and Rhode Island.
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
MA
03/18/2019 - Present
J.p. Morgan Securities LLC (Belmont MA)
BC
Issued 04/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Rolando Torres is the right advisor for you? Invested Better is here to help.