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Daniel Herrera

Insight Securities, Inc.

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About Daniel Herrera

Daniel Herrera is a registered Investment Advisor Representative with Insight Securities, Inc. Daniel has been in the industry since August 2014. Daniel is licensed in Florida. Daniel's office is located at 600 CENTRAL AVE. SUITE 293, HIGHLAND PARK, IL 60035. Insight Securities, Inc. has a main office in HIGHLAND PARK, IL. Daniel specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisers and financial planning. Daniel has an active Series 65 and a SIE. Daniel also works for Bowspirit Management LLC, HG Latam Consulting LLC and Banco San Juan Internacional Inc.

Firm Information

Daniel Herrera 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Daniel Herrera’s Registration & Firm History

IL

03/01/2021 - Present

Insight Securities, Inc. (HIGHLAND PARK IL)

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Licenses & Designations

IA

Issued 10/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Herrera.
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