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Javier Ademar Prego rivero

Insigneo Advisory Services, LLC

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About Javier Ademar Prego rivero

Javier Prego rivero is an Investment Advisor Representative with Insigneo Advisory Services, LLC. Javier has been in the financial industry since June 2018. Javier is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Javier holds a Series 7TO, SIE, and is also a Chartered Financial Analyst. Javier focuses on portfolio management for individuals, businesses, and pooled investment vehicles. Javier's clients include high-net-worth individuals, corporations, and other businesses. Javier is also an Investment Advisor Representative with Insigneo International Financial Services LLC in San Juan, Puerto Rico.

Firm Information

Javier Prego rivero is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Javier Prego rivero’s Registration & Firm History

NA

01/01/2025 - Present

Insigneo Advisory Services, LLC (MONTEVIDEO )

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Licenses & Designations

BC

Issued 06/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Javier Ademar Prego rivero.
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