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Andrea Federica Hernandez zavarce

Insigneo Advisory Services, LLC

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About Andrea Federica Hernandez zavarce

Andrea Federica Hernandez zavarce is a Registered Representative and Investment Advisor Representative with Insigneo Advisory Services, LLC, a firm headquartered in Miami, Florida, that provides portfolio management services to individuals, businesses, and pooled investment vehicles. Andrea has over 2 years of experience in the financial industry and holds the Series 7TO, Series 66, and SIE licenses. Andrea is licensed in Florida and New York. Andrea also has experience at Folionet Financial LLC, which is located in Miami, Florida. In addition to their work at Insigneo Advisory Services, Andrea also provides consulting services.

Firm Information

Andrea Hernandez zavarce is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Andrea Hernandez zavarce’s Registration & Firm History

NY

10/06/2023 - Present

Insigneo Advisory Services, LLC (New York NY)

FL

12/11/2021 - 02/18/2022

FOLIONET FINANCIAL LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 07/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Federica Hernandez zavarce.
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