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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isadora? Claim Your ProfileIsadora Melissa Del llano is a Managing Director at Insigneo Advisory Services, LLC, a firm with offices in Miami, FL and New York, NY. Isadora has been in the financial industry since 1998. Isadora holds the Series 7, Series 31, and Series 65 licenses. Isadora has been registered with Insigneo Advisory Services, LLC since May 2021. Previously, Isadora was registered with Wells Fargo Clearing Services, LLC and First Union Brokerage Services, Inc. Isadora's previous registrations were terminated in 2021 and 2000 respectively. Isadora is a registered Investment Advisor Representative in Florida and New York. Isadora's firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Isadora is a member of the following organizations: Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC), and the North American Securities Administrators Association (NASAA). Isadora's firm has offices in Miami, FL and New York, NY.
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
12/20/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
10/01/2000 - 05/10/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
11/17/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/27/1998 - 09/25/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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