Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Collado is a financial advisor based in Miami, Florida. Francisco has been in the industry since 2003. Francisco works as an Investment Advisor Representative (IAR) for Insigneo Advisory Services, LLC in Miami, Florida. Francisco specializes in investment advisory services for individuals, businesses, and pooled investment vehicles. Francisco also provides financial planning and consulting services. In addition, Francisco Collado was previously registered with Wells Fargo Clearing Services, LLC, Mercantil Commercebank Investment Services, and Citigroup Investment Services.
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
08/09/2021 - Present
Insigneo Advisory Services, LLC (Miami FL)
FL
08/19/2016 - 08/12/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI BEACH FL)
FL
04/23/2007 - 09/19/2016
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (Aventura FL)
FL
12/10/2004 - 03/09/2007
CITICORP INVESTMENT SERVICES (CORAL SPRINGS FL)
MN
08/07/2003 - 05/26/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/2003 - 05/26/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
11/26/2001 - 08/27/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
11/16/2001 - 08/26/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/16/2001 - 08/26/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/14/2001 - 08/23/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 11/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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