Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge De Apodaca is a financial advisor at Insigneo Advisory Services, LLC. Jorge has been in the financial services industry since 2003 and has a broad range of experience. Jorge is registered in Florida as a Registered Representative and Investment Advisor Representative. Jorge is also a licensed Series 7, 9, 10, 63, and 66. Jorge works with individual clients and businesses and has specializations in retirement planning, college savings, investment management, and estate planning.
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
07/31/2018 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
01/22/2010 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/15/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (CORAL GABLES FL)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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