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Jennifer Montalvo-acevedo

Insigneo International Financial Services LLC

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About Jennifer Montalvo-acevedo

Jennifer Montalvo-acevedo is a registered representative with Insigneo International Financial Services LLC and has been in the financial services industry since October 2009. Jennifer has a Series 7 and SIE license and has been registered in Puerto Rico, Maryland, and Florida. Jennifer previously worked for Lincoln Financial Securities Corporation. Jennifer is based in San Juan, Puerto Rico and offers services to clients in Florida, Maryland and Puerto Rico.

Firm Information

Jennifer Montalvo-acevedo is currently registered with Insigneo International Financial Services LLC. Insigneo International Financial Services LLC is a Limited Liability Company formed in 1970 and approved in 40 states and the SEC. The firm's main office location is not provided.

Not reported

Assets Under Management

Not reported

Total Clients

26

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.

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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Jennifer Montalvo-acevedo’s Registration & Firm History

PR

06/24/2014 - Present

Insigneo International Financial Services LLC (SAN JUAN PR)

PR

10/05/2009 - 06/06/2014

LINCOLN FINANCIAL SECURITIES CORPORATION (SAN JUAN PR)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Montalvo-acevedo.
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