Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Genoveva Hernandez is a registered investment advisor representative with Insigneo Advisory Services, LLC. Maria has over 14 years of experience in the financial services industry. She is a Series 6, 7, 24, 63, 65 and SIE licensed professional. Prior to joining Insigneo Advisory Services, LLC, Maria worked at PNC Investments, BBVA Securities Inc., Sanders Morris Harris Inc., and Invesco Distributors, Inc. Maria’s specializations include investment strategies and asset allocation. She is dedicated to helping clients 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
TX
12/01/2023 - Present
Insigneo Advisory Services, LLC (HOUSTON TX)
TX
09/17/2021 - 11/30/2023
PNC INVESTMENTS (HOUSTON TX)
TX
06/03/2015 - 09/17/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
09/09/2013 - 05/26/2015
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
TX
01/03/2012 - 09/05/2013
INVESCO CAPITAL MARKETS, INC. (HOUSTON TX)
TX
09/10/2010 - 09/05/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
09/17/2009 - 09/13/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IA
Issued 12/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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