Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cristina? Claim Your ProfileCristina Beatrice Mendez is a financial advisor with Insigneo Advisory Services, LLC. Cristina has been in the financial services industry since 1998. Cristina is registered with FINRA and the states of California, Florida, Georgia, and Massachusetts. Cristina specializes in Portfolio Management for Individuals and Businesses, as well as Pooled Investment Vehicles. Cristina has over 20 years of experience in the financial services industry. Cristina is also a Certified Financial Planner.
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
05/25/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
09/16/2011 - 08/14/2020
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
05/29/2007 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/03/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
10/01/2000 - 04/07/2006
WACHOVIA SECURITIES, LLC (MIAMI FL)
NC
08/14/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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