linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carmen Emilia Dona-de-misle

Insight Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carmen? Claim Your Profile

About Carmen Emilia Dona-de-misle

Carmen Dona-de-misle is a registered representative with Insight Securities, Inc. Carmen has been in the securities industry since 2003. Carmen is licensed in Florida, Illinois and Texas and holds the Series 63, Series 7 and SIE licenses. Carmen is a registered representative with Insight Securities, Inc. and is located in Fort Mill, SC.

Firm Information

Carmen Dona-de-misle is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carmen Dona-de-misle’s Registration & Firm History

SC

03/28/2017 - Present

Insight Securities, Inc. (Fort Mill SC)

FL

06/16/2003 - 03/27/2017

CP CAPITAL SECURITIES (MIAMI FL)

Not sure if Carmen Emilia Dona-de-misle is right for you?

Licenses & Designations

BC

Issued 11/20/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carmen Emilia Dona-de-misle.
Not sure if Carmen Emilia Dona-de-misle is right for you?