Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Alexander Torres is an investment advisor representative at Next Financial Group, Inc. Shawn has been in the financial services industry since 2004. Shawn has a Series 6, 7, 24, 63, and 65 licenses and has been registered in multiple states. Shawn provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Shawn is also a licensed insurance agent and has been in the industry since 2004.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
MA
10/04/2024 - Present
Next Financial Group, Inc. (LONGMEADOW MA)
MA
05/04/2004 - 02/07/2017
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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