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Adriana Maria Casas

Insigneo International Financial Services LLC

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About Adriana Maria Casas

Adriana Casas is a financial professional with over 18 years of experience in the financial services industry. Adriana has held positions with several firms including Insigneo Securities, LLC, Investcorp, Inc. and LPL Financial LLC. Currently, Adriana is a Registered Representative with Insigneo International Financial Services LLC and Insigneo Securities, LLC, where she offers investment advice and products to clients. Adriana is registered with the state of Florida.

Firm Information

Adriana Casas is currently registered with Insigneo International Financial Services LLC. Insigneo International Financial Services LLC is a Limited Liability Company formed in 1970 and approved in 40 states and the SEC. The firm's main office location is not provided.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Adriana Casas’s Registration & Firm History

FL

10/13/2023 - Present

Insigneo International Financial Services LLC (Miami FL)

FL

02/10/2015 - 04/10/2018

INVESTACORP, INC. (MIAMI FL)

FL

04/27/2010 - 02/09/2015

LPL FINANCIAL LLC (FT LAUDERDALE FL)

FL

12/13/2007 - 06/27/2008

1ST BRIDGEHOUSE SECURITIES, LLC (MIAMI FL)

FL

10/24/2002 - 01/03/2006

WUNDERLICH SECURITIES, INC. (MIAMI FL)

NY

10/09/2001 - 09/25/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BOTH

Issued 12/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adriana Maria Casas.
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