Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiz david? Claim Your ProfileLuiz David Azambuja is a financial advisor with Insigneo Advisory Services, LLC. Luiz David is a registered investment advisor representative in Florida. Luiz David has been in the financial services industry since 2002. Luiz David has experience at Kovack Securities Inc., Capital Guardian, LLC, Global Investor Services, L.C., Royal Alliance Associates, Inc., Banif Trading, Inc., Banc of America Investment Services, Inc., Wachovia Securities, LLC and Donaldson, Lufkin & Jenrette Securities Corporation.
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 (CORAL GABLES FL)
FL
06/07/2017 - 02/13/2018
KOVACK SECURITIES INC. (Miami FL)
FL
08/31/2012 - 06/08/2017
CAPITAL GUARDIAN, LLC (MIAMI FL)
FL
01/10/2011 - 08/31/2012
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
FL
11/01/2010 - 01/12/2011
ROYAL ALLIANCE ASSOCIATES, INC. (MIAMI FL)
FL
09/11/2009 - 08/30/2010
BANIF TRADING, INC. (MIAMI FL)
MA
10/10/2003 - 03/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MO
07/01/2003 - 10/23/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/26/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/09/2001 - 05/15/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 07/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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