linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose Victor Parrilla velez

Insigneo Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose Victor Parrilla velez

Jose Victor Parrilla velez is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with Insigneo Securities, LLC. Jose Victor Parrilla velez's previous experience includes working for UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., BBV Capital Markets of Puerto Rico, and Morgan Stanley DW Inc. Jose Victor Parrilla velez holds licenses for Series 3, 7, 9, 10, 24, and 66, and is registered in Florida and Puerto Rico.

Firm Information

Jose Parrilla velez is currently registered with Insigneo Securities, LLC. Insigneo Securities, LLC is a Limited Liability Company formed in December 1998. The firm is registered with the Securities and Exchange Commission and holds registrations in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Parrilla velez’s Registration & Firm History

PR

10/12/2023 - Present

Insigneo Securities, LLC (San Juan PR)

PR

07/03/2003 - 10/30/2014

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)

NJ

07/03/2003 - 10/29/2014

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

PR

09/05/2002 - 06/28/2003

BBV CAPITAL MARKETS OF PUERTO RICO (HATO REY PR)

NY

04/16/2001 - 07/18/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Jose Victor Parrilla velez is right for you?

Licenses & Designations

BOTH

Issued 05/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/03/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/02/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2005

Series 3 - National Commodity Futures Examination

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Victor Parrilla velez.
Not sure if Jose Victor Parrilla velez is right for you?