Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lissett? Claim Your ProfileLissett Altagracia Hernandez is a registered representative and investment advisor representative with Insigneo Advisory Services, LLC. Lissett has been in the financial industry for 7 years, holding licenses in several states including Florida, New Jersey and New York. Lissett has earned a Series 7, Series 9, Series 10, Series 63, Series 66, and Series 99TO license. Lissett previously worked at Wells Fargo Clearing Services, LLC for five years before joining Insigneo Advisory Services, LLC. Lissett also holds specializations in financial planning, portfolio management for individuals, and investment companies.
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
06/20/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
NY
09/15/2015 - 06/08/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
BOTH
Issued 07/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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