Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Rivero is a financial advisor with Insigneo Advisory Services, LLC. Javier has been in the financial industry since 2002. Javier's firm has offices in Miami, Florida and San Juan, Puerto Rico. The firm is registered as both a broker dealer and an investment advisor. Javier manages a variety of client assets, including those for individuals, corporations, and pooled investment vehicles. Javier is also registered with Insigneo Securities and Insigneo International Financial Services.
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
01/30/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
NY
07/28/2016 - 12/14/2017
DYNASTY SECURITIES, LLC (NEW YORK NY)
FL
03/06/2014 - 03/07/2016
BRICKELL GLOBAL MARKETS, INC. (MIAMI FL)
FL
09/06/2011 - 03/05/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
06/05/2002 - 09/06/2011
WELLS FARGO ADVISORS, LLC (WESTON FL)
NY
03/15/2002 - 05/02/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 02/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2014
Series 4 - Registered Options Principal Examination
BC
Issued 04/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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