Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minerva? Claim Your ProfileMinerva Ayala Santos is a financial advisor with over 17 years of experience in the industry. Minerva currently works at Insigneo Advisory Services, LLC and is registered with both FINRA and the SEC. Previously, she was a registered representative at PNC INVESTMENTS, BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Minerva holds the Series 7, Series 63, and Series 65 licenses. She provides financial advice to a range of clients, including high-net-worth individuals, corporations, and other businesses. Minerva's primary focus is on portfolio management and providing consulting services to clients.
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
12/12/2023 - Present
Insigneo Advisory Services, LLC (Laredo TX)
TX
09/17/2021 - 11/30/2023
PNC INVESTMENTS (LAREDO TX)
TX
05/16/2013 - 09/17/2021
BBVA SECURITIES INC. (LAREDO TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LAREDO TX)
TX
08/02/2006 - 07/01/2009
BBVA INVESTMENTS INC. (LAREDO TX)
IA
Issued 10/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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