Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Valenzuela hernandez is a financial advisor with Insigneo Securities, LLC. Margarita has been in the financial services industry since 2011 and holds the Series 4, 7 and 63 licenses. Margarita has been registered with the state of California since December 4, 2023.
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.
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.
1
2
CA
12/04/2023 - Present
Insigneo Securities, LLC (San Diego CA)
CA
02/21/2023 - 11/30/2023
PNC INVESTMENTS (SAN DIEGO CA)
CA
11/21/2014 - 02/10/2023
BOURSA INVESTMENTS (CHULA VISTA CA)
CA
05/16/2013 - 11/24/2014
BBVA SECURITIES INC. (LA JOLLA CA)
CA
08/26/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LA JOLLA CA)
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Margarita Valenzuela hernandez is the right advisor for you? Invested Better is here to help.
