Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Augusto Arana is a registered investment advisor representative. Cesar has been in the industry since May 8, 2006. Cesar is currently registered with Insigneo Advisory Services, LLC and has previously worked for Northeast Securities, Inc., ASD Financial Services Corp, Citigroup Global Markets Inc., Citicorp Investment Services, Credicorp Securities, Inc., and Morgan Stanley DW Inc. Cesar holds the following securities licenses: Series 3, Series 7, Series 31, Series 66, and SIE. Cesar specializes in providing portfolio management for businesses and individuals, as well as selecting other advisors and portfolio management for pooled investment vehicles.
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
07/31/2017 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
11/09/2011 - 07/31/2017
NORTHEAST SECURITIES, INC. (MIAMI FL)
FL
01/16/2009 - 10/07/2011
ASD FINANCIAL SERVICES CORP (MIAMI FL)
FL
05/29/2007 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/27/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
08/02/2006 - 08/31/2006
CREDICORP SECURITIES, INC. (CORAL GABLES FL)
NY
09/15/2005 - 06/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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