Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrice? Claim Your ProfileBeatrice Francoise Nunez is a financial advisor who has been in the industry since 1991. Beatrice is currently registered as a Registered Representative with Insigneo Advisory Services, LLC. Beatrice's prior experience includes roles at PNC Investments, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, BBVA Investments Inc., Fintegra, LLC, Primevest Financial Services, Inc., Morgan Stanley DW Inc., Norwest Investment Services, Inc., United Financial Markets, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Beatrice is registered in Florida, Texas and California and holds Series 7, Series 63 and Series 65 licenses. Beatrice specializes in providing financial services to high-net-worth individuals, corporations, and other businesses, as well as pooled investment vehicles. Beatrice's other business activities include serving as sole member and manager of Saint-Lys LLC.
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
TX
12/12/2023 - Present
Insigneo Advisory Services, LLC (San Antonio TX)
TX
09/17/2021 - 11/30/2023
PNC INVESTMENTS (San Antonio TX)
TX
05/16/2013 - 09/17/2021
BBVA SECURITIES INC. (San Antonio TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
TX
07/03/2006 - 07/01/2009
BBVA INVESTMENTS INC. (SAN ANTONIO TX)
TX
10/09/2002 - 07/03/2006
FINTEGRA, LLC (SAN ANTONIO TX)
MN
04/17/2001 - 10/11/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
06/18/1999 - 04/20/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
04/03/1996 - 06/24/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
TX
02/07/1995 - 03/12/1996
UNITED FINANCIAL MARKETS, INC. (HOUSTON TX)
CA
12/15/1992 - 01/30/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
04/03/1991 - 01/01/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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