Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alfredo Salazar is a financial advisor at Insigneo Advisory Services, LLC in Miami, Florida. Jose has been working in the industry since 1999 and has held positions at several firms, including Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Jose is registered with the state of Florida and has passed the Series 63, 65, 7, 9, 10, 24 and SIE exams. Jose is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jose specializes in providing financial advice to individuals, families, and businesses.
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
03/01/2019 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
12/05/2013 - 01/07/2019
MORGAN STANLEY (MIAMI FL)
FL
09/02/2009 - 11/21/2013
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
07/17/2006 - 09/02/2009
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
PR
11/12/2003 - 07/31/2006
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
11/12/2003 - 07/31/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NY
06/03/2002 - 11/17/2003
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
12/24/1998 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Salazar is the right advisor for you? Invested Better is here to help.
