Unclaimed
Diego Jose Echenique is a financial advisor currently registered with Insigneo Securities, LLC. Diego's career in the financial services industry began on March 21, 2016. Diego has been registered in Florida as a financial advisor since February 1, 2019. Diego has passed the Series 63, Series 7 and SIE exams. Previously, Diego was employed by Citigroup Global Markets Inc., and Itau International Securities Inc.
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.
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.
1
2
FL
02/01/2019 - Present
Insigneo Securities, LLC (MIAMI FL)
FL
05/03/2016 - 11/09/2018
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/02/2015 - 01/04/2016
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Diego Echenique is the right advisor for you? Invested Better is here to help.