Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Navas is a financial advisor currently registered with Insigneo Advisory Services, LLC in Miami, Florida. Luis has been in the industry since 2001 and has worked for several firms, including Santander Securities LLC and Bolton Global Capital. Luis has a broad range of experience in the financial services industry, holding several professional licenses including Series 66, Series 24, and Series 7. Luis is also a member of several industry organizations, including the Florida International Bankers Association. Luis specializes in providing advisory services to individuals, corporations, and pooled investment vehicles. Luis is dedicated to providing clients with personalized financial advice and helping them 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
03/09/2018 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
07/21/2017 - 08/29/2017
BOLTON GLOBAL CAPITAL (Miami FL)
FL
04/19/2004 - 01/06/2017
SANTANDER SECURITIES LLC (MIAMI FL)
FL
05/03/2001 - 04/20/2004
COUTTS SECURITIES INC. (MIAMI FL)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luis Navas is the right advisor for you? Invested Better is here to help.
