Unclaimed
Christian Bagshaw is a financial advisor with Insigneo Advisory Services, LLC. Christian has over 20 years of experience in the financial services industry. Christian specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Christian holds a Series 7, 52, 63, and 65 licenses as well as the SIE. Christian has been registered with Insigneo Advisory Services, LLC since 2018. Prior to joining Insigneo Advisory Services, LLC, Christian worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Christian is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
04/20/2018 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
09/06/2016 - 04/11/2018
RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)
FL
04/23/2004 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
MO
07/01/2003 - 04/27/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/21/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/26/1997 - 09/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
03/20/1996 - 11/22/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/1996 - 11/22/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
08/11/1995 - 03/21/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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