Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Alberto Arata is a financial advisor who has been in the industry since December 2002. Currently, Ignacio is registered with Insigneo Advisory Services, LLC and is based in Miami, Florida. Ignacio has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Northeast Securities, Inc., among others. Ignacio holds the Series 7 and Series 63 licenses. Ignacio is also a Chartered Financial Analyst. Ignacio provides portfolio management for businesses, individuals, and pooled investment vehicles. Ignacio also provides financial consulting services and selects other advisors as needed. Ignacio is an advisor for both high net worth individuals and corporations. Ignacio provides various investment-related services in Uruguay, through Gusfaly, SA.
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
NA
09/12/2023 - Present
Insigneo Advisory Services, LLC (MONTEVIDEO )
NA
06/10/2016 - 07/31/2017
NORTHEAST SECURITIES, INC. (MONTEVIDEO )
NY
12/08/2009 - 04/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/28/1998 - 06/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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