Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Andres Zenck is a registered investment advisor representative with Insigneo Advisory Services, LLC. Juan has been in the financial services industry since 2007 and has a strong background in securities and investment advisory services. Juan holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Juan has worked with clients of all types, including high-net-worth individuals, corporations, and other investment advisors. Juan specializes in portfolio management, selection of other advisors, and consolidation of financial reports. Juan is dedicated to providing personalized investment advice and helping clients achieve their financial goals.
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
07/26/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
02/24/2015 - 07/20/2021
AMERANT INVESTMENTS, INC. (CORAL GABLES FL)
FL
03/03/2014 - 02/02/2015
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
03/27/2013 - 02/07/2014
MORGAN STANLEY (MIAMI FL)
FL
02/17/2010 - 03/04/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
03/16/2009 - 05/19/2009
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
07/17/2007 - 12/18/2008
WACHOVIA SECURITIES, LLC (CORAL GABLES FL)
BOTH
Issued 06/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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