Unclaimed
Torren Joseph Szuluk is a financial advisor with over 27 years of experience in the industry. Torren is currently registered with J.P. Morgan Securities LLC and has been with the firm since June 2022. Torren has also been registered with Morgan Stanley, UBS Financial Services Inc., Wachovia Securities, LLC, Citigroup Global Markets Inc., Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
FL
06/27/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
04/12/2017 - 07/15/2022
MORGAN STANLEY (PURCHASE NY)
FL
11/21/2008 - 04/21/2017
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
FL
09/14/2004 - 11/24/2008
WACHOVIA SECURITIES, LLC (WEST PALM BEACH FL)
NY
02/23/2001 - 08/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/24/1999 - 02/23/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/26/1995 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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