Jaime Torres (CRD# 4404225) is an Investment Advisor Representative working at Prudential Financial Planning Services in Saco, ME and has over 22 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Bedford, NH | Dec 2023 - Current | < 1 |
Pruco Securities LLC | Bedford, NH | Dec 2023 - Current | < 1 |
First National Bank | Damariscotta, ME | Aug 2021 - Dec 2023 | 2 |
Cetera Investment Services LLC | St Cloud, MN | Aug 2021 - Dec 2023 | 2 |
Cetera Investment Advisers LLC | Damariscotta, ME | Aug 2021 - Dec 2023 | 2 |
Edward Jones | Saint Louis, MO | Feb 2020 - Jul 2021 | 1 |
Bank Of The West/bancwest Investment Services, Inc. | Gardena, CA | Nov 2016 - Feb 2020 | 3 |
Unemployed | Huntington Beach, CA | Sep 2016 - Nov 2016 | < 1 |
Morgan Stanley Private Bank/morgan Stanley | New York, NY | Nov 2015 - Aug 2016 | < 1 |
Unemployed | Newport Beach, CA | Aug 2015 - Oct 2015 | < 1 |
Rbc Capital Markets, LLC | Newport Beach, CA | Jul 2014 - Jul 2015 | 1 |
J.p. Morgan Securities/jpmorgan Chase Bank | Jersey City, NJ | Oct 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- ME
- NH
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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