Michael
Torres
U.S. Bancorp Investments, Inc
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About this Advisor
Michael Torres is a financial advisor based in Santa Barbara, California, working with U.S. Bancorp Investments, Inc. Michael has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Stephen Schwartz, Jim Dinardo, Kevin Luchetta, Paul Tortorella, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Pioneer Financial, West Wealth Group, and U.S. Bancorp Investments, Inc. Michael has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of U.S. Bancorp Investments, Inc, which operates out of Santa Barbara, California. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Torres Work History
U.S. Bancorp Investments, Inc
West Wealth Group
Stephen Schwartz
Jim Dinardo
Kevin Luchetta
Paul Tortorella
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Pioneer Financial
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Michael Torres to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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