Unclaimed
Ignacio Cirnigliaro is a registered investment advisor representative at Truist Advisory Services, Inc. Ignacio is licensed in 53 states and holds the Series 7TO, Series 63 and Series 65 licenses. Ignacio has been in the financial services industry for over 5 years and previously worked for J.P. Morgan Securities LLC. Ignacio provides financial planning services and specializes in investment management services for individuals and businesses. Ignacio also provides wrap fee products and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TX
07/12/2024 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
TX
01/10/2019 - 07/14/2024
J.P. MORGAN SECURITIES LLC (Houston TX)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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