Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Manuel Quelhas is a registered investment advisor representative at Insigneo Advisory Services, LLC. Antonio has over 20 years of experience in the financial services industry. Antonio has held previous positions at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., UBS International Inc., Banc of America Investment Services, Inc., Banif Securities Inc, and E.S. Financial Services, Inc. Antonio is registered with the state of Florida to conduct advisory business. Antonio is also registered as a general securities principal with FINRA. Antonio is specialized in financial planning, portfolio management for individuals and businesses, selection of other advisors and portfolio management for pooled investment vehicles.
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
10/19/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
03/31/2016 - 09/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/01/2010 - 04/11/2016
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
04/11/2007 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
08/11/2005 - 04/10/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
02/23/2005 - 05/03/2005
BANIF SECURITIES INC (MIAMI FL)
FL
07/19/2002 - 04/01/2003
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 09/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Quelhas is the right advisor for you? Invested Better is here to help.
