Invested Better
Unclaimed

Unclaimed

Unclaimed

Christian Morgan Bagshaw

Insigneo Advisory Services, LLC

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

About Christian Morgan Bagshaw

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.

Firm Information

Christian Bagshaw is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

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

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.

check

consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

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

percentage of assets

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

check

other

Rebates/trailer fees

Find Your Ideal Financial Advisor

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.

Christian Bagshaw’s Registration & Firm History

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)

Not sure if Christian Morgan Bagshaw is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Morgan Bagshaw.
Not sure if Christian Morgan Bagshaw is right for you?