Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisabel? Claim Your ProfileFrancisabel Medina is an investment advisor representative with Insigneo Advisory Services, LLC. Francisabel has been in the industry since July 2000. Francisabel is registered with the state of Florida and New York. Francisabel specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Francisabel also manages portfolios for pooled investment vehicles. Francisabel is also registered with the Financial Industry Regulatory Authority (FINRA). Previously, Francisabel worked at Morgan Stanley and Wells Fargo Advisors. Francisabel's experience includes a wide range of financial products and services, including investment management, financial planning, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consolidation of financial reports and consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
07/26/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
NY
02/04/2011 - 11/19/2021
MORGAN STANLEY (New York NY)
NY
06/21/2005 - 02/07/2011
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
IL
07/18/2000 - 06/21/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 08/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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