Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria De las mercedes Gonzalez is an Investment Advisor Representative with Insigneo Advisory Services, LLC in Miami, Florida. Maria has been in the industry for 22 years. Maria is registered with the state of Delaware, Florida, and Texas. Maria has a Series 7 and Series 66. Maria also has a life and health insurance license. Maria has previous experience with PNC INVESTMENTS, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC and SANTANDER SECURITIES LLC. Insigneo Advisory Services, LLC provides a variety of services, including financial planning, portfolio management, and consulting.
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
12/11/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
09/17/2021 - 11/30/2023
PNC INVESTMENTS (MIAMI FL)
FL
05/16/2013 - 09/17/2021
BBVA SECURITIES INC. (MIAMI FL)
FL
07/19/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MIAMI FL)
FL
06/22/2001 - 06/26/2012
SANTANDER SECURITIES LLC (MIAMI FL)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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