Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massiel? Claim Your ProfileMassiel Rodriguez romero is a financial advisor with Insigneo Advisory Services, LLC and has been working in the industry since September 12, 2017. Massiel is registered with FINRA and the state of Florida as a Registered Representative. She is also a registered Investment Advisor Representative in Florida. Massiel's previous work experience includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Massiel Rodriguez romero has passed a number of securities industry exams including the Series 66, Series 24, Series 10, Series 9, Series 99TO, SIE, and Series 7 exams. Insigneo Advisory Services, LLC, provides portfolio management for individuals, businesses and pooled investment vehicles. In addition, the firm offers other advisory services such as selection of other advisors, and consolidation of financial reports and consulting services.
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
01/16/2020 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
08/31/2017 - 12/23/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 06/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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