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Erika Vela

Insigneo Securities, LLC

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About Erika Vela

Erika Vela is a financial advisor with Insigneo Securities, LLC. Erika has been in the financial industry since 2012. She has a Series 6, 7, and 63 license and has been registered in Texas since 2023. Prior to joining Insigneo Securities, LLC, Erika worked at PNC INVESTMENTS, BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC.

Firm Information

Erika Vela is currently registered with Insigneo Securities, LLC. Insigneo Securities, LLC is a Limited Liability Company formed in December 1998. The firm is registered with the Securities and Exchange Commission and holds registrations in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

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.

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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Erika Vela’s Registration & Firm History

TX

12/12/2023 - Present

Insigneo Securities, LLC ( San Antonio TX)

TX

09/17/2021 - 11/30/2023

PNC INVESTMENTS (San Antonio TX)

TX

05/16/2013 - 09/17/2021

BBVA SECURITIES INC. (San Antonio TX)

TX

03/20/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 10/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erika Vela.
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