Michael Torres

Financial Advisor at BML Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Camarillo, California, United States, US
Skills

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Bio

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Credentials

  • Uniform Investment Adviser Law Examination - Series 65
    FINRA
    Sep, 2023
    - Nov, 2024
  • Uniform Combined State Law Examination - Series 66
    FINRA
    Feb, 2019
    - Nov, 2024
  • General Securities Representative - Series 7
    Financial Industry Regulatory Authority (FINRA)
    Feb, 2016
    - Nov, 2024
  • Uniform Securities Agent State Law Examination - Series 63
    Financial Industry Regulatory Authority
    Apr, 2014
    - Nov, 2024
  • Investment Co. / Variable Contracts Limited Representative - Series 6
    Financial Industry Regulatory Authority
    Feb, 2014
    - Nov, 2024
  • Life, Accident and Health Insurance License
    California Department of Insurance

Experience

  • BML Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Apr 2023 - Aug 2023

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Advisor
      • Aug 2020 - Apr 2023

    • Financial Advisor
      • Dec 2018 - Jul 2020

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2013 - Dec 2018

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Manager - Global Real Assets
      • Mar 2008 - Jun 2013

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst - Real Estate Finance
      • Jan 2007 - Mar 2008

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior III
      • Oct 2002 - Dec 2006

Education

  • University of Southern California
    Bachelor of Science (B.S.), Accounting
    1999 - 2002
  • Chapman University
    1998 - 1999
  • California Lutheran University
    1997 - 1998

Community

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