Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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