Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Omar Rodriguez is a financial advisor with over 25 years of experience in the financial services industry. Jose is currently registered with Insigneo Advisory Services, LLC and Insigneo Securities, LLC. He is a Certified Financial Planner™ and specializes in providing financial and investment advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and pooled investment vehicles. Jose's prior experience includes positions with Citigroup Global Markets Inc., CitiCorp Investment Services, UBS PaineWebber Inc., and Dean Witter Reynolds Inc.
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
02/01/2018 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
05/29/2007 - 02/01/2018
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
03/23/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NJ
06/04/1999 - 03/22/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/29/1996 - 07/02/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/23/1995 - 08/28/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
FL
01/26/1995 - 03/24/1995
YOUNG, STOVALL AND COMPANY (MIAMI FL)
IA
Issued 06/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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