Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Humberto? Claim Your ProfileHumberto Vega is an investment advisor representative at Insigneo Advisory Services, LLC. He has been in the securities industry since 2004. Humberto is registered with the state of Florida and holds the Series 63 and Series 65 licenses. He is also registered with FINRA and the SEC. Insigneo Advisory Services, LLC is a registered investment advisor with the SEC. The firm provides portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles. Humberto specializes in providing investment advisory services to corporations, high-net-worth individuals, and other investment advisors.
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
07/31/2018 - Present
Insigneo Advisory Services, LLC (Miami FL)
FL
01/22/2010 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/21/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 02/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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