Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edwin Healy is a financial advisor with over 15 years of experience in the financial industry. John has a wide range of experience in the financial industry, including investment banking and financial planning. John is currently a registered representative with Insigneo Advisory Services, LLC in Coral Gables, Florida. John has previously been associated with Creand Securities in Miami, Florida. John holds licenses for Series 3, 7, 63, 65 and 79TO, and holds a SIE. John's expertise includes portfolio management for individuals, businesses, and pooled investment vehicles. He also offers other services such as selection of other advisors and consolidation of financial reports and consulting 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
10/11/2022 - Present
Insigneo Advisory Services, LLC (Coral Gables FL)
FL
12/14/2007 - 09/26/2022
CREAND SECURITIES (MIAMI FL)
IA
Issued 02/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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