Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Augusto? Claim Your ProfileAugusto Medal is an investment advisor representative with Insight Securities, Inc.. Augusto has been in the industry since March 19, 1996, and has been registered with the state of Florida since May 15, 2023. Augusto holds the following licenses: Series 3, Series 7, Series 8, Series 66, Series 99TO and SIE. Augusto is a director with Prytaneum Global Advisor. Augusto specializes in providing financial planning, portfolio management for businesses and individuals, as well as selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/15/2023 - Present
Insight Securities, Inc. (Miami FL)
NA
08/12/2020 - 01/27/2022
INSIGNEO SECURITIES, LLC (Asuncion )
NA
04/02/2018 - 08/06/2020
INSIGHT SECURITIES, INC. (Asuncion )
NA
07/31/2017 - 05/07/2018
INSIGNEO SECURITIES, LLC (ASUNCION )
NA
04/30/2010 - 07/31/2017
NORTHEAST SECURITIES, INC. (ASUNCION )
NA
07/01/2003 - 05/04/2010
WELLS FARGO ADVISORS, LLC (ASUNCION )
NY
03/05/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/08/1990 - 10/30/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 02/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 3 - National Commodity Futures Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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