Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Torrey? Claim Your ProfileTorrey Greene is a financial advisor with LPL Financial LLC. Torrey has been in the financial services industry since 1985. Torrey has a Series 7, Series 24, Series 63 and Series 65 licenses and is registered to provide investment advice in 17 states. Torrey also has experience with Lincoln Financial Securities Corporation and Commonwealth Equity Services, 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.
1
2
NH
05/31/2024 - Present
LPL Financial LLC (Newport NH)
NH
12/09/1994 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (NEWPORT NH)
MA
10/01/1987 - 11/21/1994
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
07/24/1985 - 10/14/1987
TRAVELERS EQUITIES SALES, INC.
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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