Zachariah V. Torres
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Zachariah Vidal Torres was a registered financial professional .
Zachariah is a previously registered financial professional and started their career in finance in 2017. Zachariah had worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 23, 2024 - July 16, 2026
VANTAGE POINT WEALTH MANAGEMENT, LLC
August 10, 2023 - December 26, 2023
CETERA INVESTMENT ADVISERS LLC
August 10, 2023 - December 26, 2023
CETERA WEALTH SERVICES, LLC
July 19, 2023 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
July 18, 2023 - August 10, 2023
SECURIAN FINANCIAL SERVICES, INC.
December 18, 2018 - August 12, 2022
HARRISDIRECT LLC
January 23, 2017 - August 12, 2022
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
VANTAGE POINT WEALTH MANAGEMENT, LLC
CRD#: 161166 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 7,701,168 |
Red Flags
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