Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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