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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariela? Claim Your ProfileMariela May is an Investment Advisor Representative with Insigneo Advisory Services, LLC, located in MIAMI, FL. Mariela is a Registered Representative, Investment Adviser Representative, and holds Series 7, 9, 10, 31, and 66 licenses. She has been in the industry for over 12 years and her previous experience includes Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mariela provides financial and investment advisory services to individuals and corporations and has a strong background in portfolio management and wealth management. Insigneo Advisory Services, LLC is a financial services firm that provides wealth management services to individuals, families, and institutions. The firm offers a wide range of services, including investment management, financial planning, trust and estate planning, and insurance.
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
10/12/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
07/13/2012 - 04/10/2023
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
FL
05/12/2017 - 01/17/2018
CITI PRIVATE ADVISORY, LLC (Miami FL)
FL
10/27/2010 - 06/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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