Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Torrey? Claim Your ProfileTorrey Douglas Jewett is a financial advisor with LPL Financial LLC. Torrey has been working in the financial industry for over 14 years. Torrey is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 66 licenses. Torrey is also registered with the state of Texas as an investment advisor representative. Torrey has held several previous positions with other firms including Wells Fargo Investments, LLC, TD Wealth Management Services Inc., BancNorth Investment Group, Inc., 1717 Capital Management Company, and Nationwide Securities, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
11/09/2018 - Present
LPL Financial LLC (CHINO VALLEY AZ)
AZ
06/18/2010 - 07/20/2010
WELLS FARGO INVESTMENTS, LLC (FLAGSTAFF AZ)
VT
12/17/2009 - 04/16/2010
TD WEALTH MANAGEMENT SERVICES INC. (ENOSBURG FALLS VT)
VT
02/21/2008 - 06/26/2009
BANCNORTH INVESTMENT GROUP, INC. (BURLINGTON VT)
VT
07/20/2007 - 02/14/2008
1717 CAPITAL MANAGEMENT COMPANY (ST ALBANS VT)
VT
05/30/2007 - 07/25/2007
NATIONWIDE SECURITIES, INC. (ST ALBANS VT)
BOTH
Issued 01/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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