Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Calveira leon is a financial advisor currently working with Insigneo Advisory Services, LLC, in Miami, FL. Harold has been working in the financial services industry since 2018. Prior to joining Insigneo Advisory Services, LLC, Harold was registered with WELLS FARGO CLEARING SERVICES, LLC. Harold holds several licenses and designations, including Series 66, Series 10, Series 24, Series 9, SIE, and Series 7. Harold is also a registered investment advisor in Florida. Harold's specializations include investment advisory 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
04/28/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
05/14/2018 - 02/24/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 10/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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