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Jose Antonio Vidal

Insigneo Advisory Services, LLC

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About Jose Antonio Vidal

Jose Antonio Vidal is a financial advisor who has been in the industry since 1997. Jose is currently registered with Insigneo Advisory Services, LLC in Connecticut, Florida, Puerto Rico and Texas. Jose has previously been registered with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jose specializes in providing financial advice to high net worth individuals, corporations, and other businesses. Jose also provides portfolio management services for pooled investment vehicles.

Firm Information

Jose Vidal is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Jose Vidal’s Registration & Firm History

FL

10/28/2020 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

FL

02/06/2009 - 10/26/2020

WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)

FL

06/30/1997 - 02/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

IA

Issued 09/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jose Antonio Vidal. Review regulatory record here.
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