Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Agustin Gonzalez is a financial advisor with Insigneo Advisory Services, LLC. Juan has been in the financial services industry since 2007 and has worked for a number of firms, including Morgan Stanley, Citigroup Global Markets Inc., and Kovack International Wealth Management, Inc. Juan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 66 licenses. Juan specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Juan and the firm primarily offer advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisers and consolidation of financial reports and consulting services.
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
07/27/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
07/02/2019 - 06/25/2021
KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC. (Miami FL)
FL
06/01/2009 - 10/20/2017
MORGAN STANLEY (MIAMI FL)
FL
12/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 10/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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