PenFed Wealth Management
Life throws a lot your way. Let PenFed Wealth Management be your partner in building a secure financial future.
Meet Carlos Torres Negron
For more information about this firm, check FINRA’s BrokerCheck.
Carlos Torres Negron
LPL Financial Advisor
LPL Financial at PenFed Wealth Management
Phone: 787-307-1074
Mobile: 787-438-3080
Located in: Guaynabo, PR
Covers: Puerto Rico
My Background
Let's work together
Carlos is a LPL Financial Advisor registered through LPL Financial. His primary goal is to help guide clients in Puerto Rico to financial success by identifying and planning for what is most important to them. Carlos offers clients a holistic financial picture.
During his years in the financial services industry, he has invested the time to obtain the education and experience needed to help his clients and ensure they are in the right path to seek their financial goals.
Carlos is passionate about delivering excellent service and helping clients make more informed financial decisions.
In his spare time, he enjoys spending time with his family, he is part of the Puerto Rico Masters Swimming League. He also enjoys surfing and other water sports.
It’s easy to get started. Please contact Carlos for a no-cost, no-obligation consultation.
Carlos Torres Negron is a financial advisor with LPL Financial.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. PenFed Credit Union and PenFed Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using PenFed Wealth Management and may also be employees of PenFed Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PenFed Credit Union or PenFed Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
|---|
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit Institution Plain English Disclosure for more detailed information.