Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aida? Claim Your ProfileAida Velazquez is a registered representative and investment advisor representative with Insigneo Advisory Services, LLC. Aida has been in the industry since 2006 and holds several licenses and registrations, including Series 66, Series 63, Series 9, Series 10, Series 53, Series 4, Series 24, Series 52TO, and Series 7. Aida has previously worked at SunTrust Investment Services, Inc. and Morgan Stanley. Aida provides advisory services for individuals and businesses. Aida's expertise is in portfolio management for individuals, businesses, and pooled investment vehicles. Aida also provides investment consulting services. Aida's firm, Insigneo Advisory Services, LLC, is a registered investment advisor with the SEC. Insigneo Advisory Services, LLC provides a variety of investment advisory services, including financial planning, portfolio management, and investment consulting. The firm also provides consolidation of financial reports and consulting services. Insigneo Advisory Services, LLC has over $3 billion in assets under management. The firm's client base is primarily high-net-worth individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consolidation of financial reports and consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
12/01/2020 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
03/29/2019 - 10/19/2020
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
11/07/2014 - 01/10/2019
MORGAN STANLEY (TAMPA FL)
PR
08/17/2006 - 09/15/2014
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/26/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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