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Nathalie Perez

Insigneo Securities, LLC

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About Nathalie Perez

Nathalie Perez is a registered representative with Insigneo Securities, LLC in Miami, FL. Nathalie has been in the industry since February 9, 2019. Previously, Nathalie worked at Securities America, Inc. and Investcorp, Inc. in Miami, FL. Nathalie holds Series 7 and SIE licenses.

Firm Information

Nathalie Perez is currently registered with Insigneo Securities, LLC. Insigneo Securities, LLC is a Limited Liability Company formed in December 1998. The firm is registered with the Securities and Exchange Commission and holds registrations in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

44

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.

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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Nathalie Perez’s Registration & Firm History

FL

09/27/2021 - Present

Insigneo Securities, LLC (MIAMI FL)

FL

07/17/2020 - 08/03/2021

SECURITIES AMERICA, INC. (MIAMI FL)

FL

12/17/2018 - 07/17/2020

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 12/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathalie Perez.
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