Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Augusto Pollitzer is a financial advisor currently registered with Insigneo Advisory Services, LLC. Guillermo is a registered representative and investment advisor representative and holds the Series 3, 7, 63 and 65 licenses as well as the SIE exam. Guillermo has over 20 years of experience in the financial industry, with prior experience at Northeast Securities, Inc., Wells Fargo Advisors, LLC and Prudential Securities Incorporated. Guillermo also has experience in real estate development with Fiduciaria Del Delta S.A. located in Buenos Aires. Insigneo Advisory Services, LLC is a registered investment advisor that provides a variety of financial advisory services including portfolio management, investment advice, and consolidation of financial reports.
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
07/31/2017 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
NA
04/22/2010 - 07/31/2017
NORTHEAST SECURITIES, INC. (MONTEVIDEO )
NA
07/01/2003 - 04/30/2010
WELLS FARGO ADVISORS, LLC (BUENOS AIRES )
NY
01/01/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1999
Series 3 - National Commodity Futures Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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