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Moises Nudel

Insigneo Advisory Services, LLC

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About Moises Nudel

Moises Nudel is a registered Investment Advisor Representative with Insigneo Advisory Services, LLC and has been in the industry since 2002. Moises has been with Insigneo Advisory Services, LLC since 2016 and previously worked at Colony Park Financial Services LLC., Atlas One Financial Group, LLC, and Safra Securities Corporation. Moises holds the Series 7, Series 63, Series 65, and SIE licenses and specializes in Retirement Planning, Mutual Funds, Annuities, and Variable Life Insurance. Insigneo Advisory Services, LLC is an SEC Registered Investment Advisor and has over 150 employees.

Firm Information

Moises Nudel is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Moises Nudel’s Registration & Firm History

FL

04/25/2016 - Present

Insigneo Advisory Services, LLC (BOCA RATON FL)

FL

06/18/2012 - 01/02/2014

COLONY PARK FINANCIAL SERVICES LLC. (MIAMI FL)

FL

01/03/2006 - 07/10/2012

ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)

NY

05/14/2002 - 01/12/2006

SAFRA SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Moises Nudel. Review regulatory record here.
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