Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio D'windt is an Investment Advisor Representative at Sequoia Financial Group, LLC. Ignacio has been in the financial services industry since 2017. Ignacio has a Series 7, Series 66 and SIE license and specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Previously, Ignacio worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ignacio is registered with the state of Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/07/2024 - Present
Sequoia Financial Group, LLC (Houston TX)
TX
05/31/2019 - 10/12/2023
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
12/02/2017 - 03/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KINGWOOD TX)
BOTH
Issued 02/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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