Unclaimed
Armando Alejandro Tous is a financial advisor with over 16 years of experience in the industry. Armando is currently registered with Insigneo Advisory Services, LLC and Insigneo Securities. Prior to joining Insigneo, Armando worked as a financial advisor at Citigroup Global Markets Inc. Armando is a licensed investment advisor representative in Florida and Massachusetts. He is also a licensed securities representative in Florida, Massachusetts, and New York. Armando holds the Series 6, 7, and 63 licenses. He is also a graduate of the Securities Industry Essentials Examination. Armando specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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
08/27/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
05/29/2007 - 10/21/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/09/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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