Francisco Javier Torres

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 03/2020
  Ameriprise Financial Services, Inc.
  Boca Raton, FL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Boca Raton, FL

Previous Registrations

• 2007-04-02 → 2009-03-02
  Morgan Stanley & Co. Llc
  Ft. Lauderdale, FL
• 2001-03-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ft. Lauderdale, FL
  Ft.LAuderdal, FL

Other Businesses

Business Ownership; Torres-Torres Family Management Inc.; Owner; Established to manage business expenses.; 5463 Fox Hollow Dr, , Boca Raton, FL, 33486; Not Investment-Related; 03/01/2010; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-23

Designations

• Certified Financial Planner