Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joaquin? Claim Your ProfileJoaquin Iglesias is a registered investment advisor representative with Insigneo Advisory Services, LLC. Joaquin has been in the industry since 1992 and has a strong background in securities trading and investment management. Joaquin has a diverse range of experience with both individual and corporate clients, including experience with high-net-worth individuals, investment companies, and pooled investment vehicles. Joaquin also provides consulting services for businesses and individuals in addition to portfolio management. Joaquin's commitment to providing comprehensive and personalized financial services has earned him a reputation for excellence in the industry.
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
10/18/2022 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
PR
06/07/2018 - 08/19/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
08/14/2017 - 05/02/2018
SANTANDER SECURITIES LLC (San Juan PR)
PR
08/20/2012 - 01/24/2017
CANTOR FITZGERALD & CO. (SAN JUAN PR)
PR
03/24/2011 - 08/27/2012
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
PR
09/22/2008 - 09/30/2010
BARCLAYS CAPITAL INC. (SAN JUAN PR)
PR
03/20/2006 - 09/22/2008
LEHMAN BROTHERS INC. (SAN JUAN PR)
PR
01/03/2005 - 03/16/2006
WACHOVIA CAPITAL MARKETS, LLC (SAN JUAN PR)
MO
07/01/2003 - 01/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/08/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
10/01/1991 - 03/06/1996
LEHMAN BROTHERS PUERTO RICO INC.
NY
07/01/1993 - 02/28/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/18/1994 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
12/05/1985 - 05/01/1986
CITICORP SECURITIES MARKETS, INC.
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/10/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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