Unclaimed
Torr Campitelli is an investment advisor representative at U.S. Bancorp Investments, Inc. and is registered with both the BrokerCheck and Investment Adviser Public Disclosure (IAPD) databases. Torr Campitelli has held this position since November 2024. Prior to this, Torr Campitelli was affiliated with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Enterprise Rent-A-Car. Torr Campitelli has passed the SIE, Series 7TO, Series 63, and Series 65 exams and is licensed in Arizona and Texas.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
AZ
11/05/2024 - Present
U.s. Bancorp Investments, Inc. (Tempe AZ)
AZ
01/17/2022 - 11/18/2023
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
04/07/2021 - 10/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IA
Issued 01/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Torr Campitelli is the right advisor for you? Invested Better is here to help.