Unclaimed
Mariela Cecilia Arana landaeta is a registered representative with Insigneo Advisory Services, LLC, licensed in Florida and Puerto Rico. Mariela has over 18 years of experience in the financial industry and has held previous roles with Citigroup Global Markets Inc., CITI International Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Express Financial Advisors Inc. Mariela specializes in providing financial services to corporations, individuals, and other investment advisors. Mariela also provides portfolio management services for pooled investment vehicles.
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
08/19/2019 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
01/14/2011 - 07/29/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
03/28/2017 - 06/08/2017
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
NY
01/03/2006 - 12/20/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
09/10/2004 - 12/14/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 11/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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