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Jose Oliveras mesequer

Insight Securities, Inc.

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About Jose Oliveras mesequer

Jose Oliveras mesequer is a registered representative with Insight Securities, Inc., based in El Paso, TX. Jose has been in the securities industry since 2006 and holds the Series 63, Series 7, and SIE licenses. Jose previously worked at Titleist Capital, LLC in San Antonio, TX and Bolton Global Capital in Vernon Hills, IL. Jose's specialties include securities, mutual funds, variable annuities, and fixed insurance products. Jose's registration is currently active in Florida, Illinois, South Carolina, and Texas.

Firm Information

Jose Oliveras mesequer is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Jose Oliveras mesequer’s Registration & Firm History

TX

10/30/2023 - Present

Insight Securities, Inc. (El Paso TX)

TX

02/02/2016 - 11/16/2023

TITLEIST CAPITAL, LLC (SAN ANTONIO TX)

IL

09/24/2012 - 12/31/2015

BOLTON GLOBAL CAPITAL (VERNON HILLS IL)

PR

03/09/2000 - 06/30/2006

CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)

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Licenses & Designations

BC

Issued 02/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Oliveras mesequer.
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