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Fernando Perez castillo

Insigneo Advisory Services, LLC

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About Fernando Perez castillo

Fernando Perez castillo is a registered investment advisor representative with Insigneo Advisory Services, LLC. Fernando has been in the industry since June 2016. Fernando has also previously worked at Morgan Stanley and Itau International Securities Inc. Fernando is registered with the state of Florida, Colorado, Maryland, New York, North Carolina and South Dakota. Fernando has earned the Series 66, Series 7, Series 99 and SIE securities licenses.

Firm Information

Fernando Perez castillo is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

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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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.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

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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percentage of assets

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

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other

Rebates/trailer fees

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Fernando Perez castillo’s Registration & Firm History

FL

04/11/2023 - Present

Insigneo Advisory Services, LLC (KISSIMMEE FL)

FL

02/16/2018 - 02/27/2023

MORGAN STANLEY (Aventura FL)

FL

07/10/2015 - 03/17/2017

ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 05/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/10/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fernando Perez castillo.
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