Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos A. Estima is a securities professional with over 13 years of experience in the financial industry. He is currently registered with Insigneo Securities, LLC, where Carlos holds a Series 7, Series 24, and Series 99TO licenses. Carlos was previously registered with EFG Capital International.
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.
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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2
FL
11/24/2020 - Present
Insigneo Securities, LLC (MIAMI FL)
FL
08/24/2009 - 11/06/2020
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BC
Issued 08/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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