Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Patino is a registered investment advisor representative with Insigneo Advisory Services, LLC. Nicholas has been in the industry since March 2006. Nicholas is registered to provide investment advisory services in California, Delaware, Florida, New York, and Wyoming. Nicholas is also a registered representative with Insigneo Securities LLC. In addition to his advisory and brokerage work with Insigneo, Nicholas also operates Honest Wealth LLC, a DBA approved by Insigneo for brokerage and advisory business conducted through Insigneo Securities and Insigneo Advisory Services. Nicholas has experience in the securities industry, having previously worked at Citigroup Global Markets Inc, Western International Securities, Inc., Brickell Global Markets, Inc. Nicholas holds Series 66, Series 24, SIE and Series 7 licenses.
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
04/19/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
11/25/2013 - 12/19/2017
BRICKELL GLOBAL MARKETS, INC. (MIAMI FL)
FL
10/20/2006 - 11/15/2013
WESTERN INTERNATIONAL SECURITIES, INC. (CORAL GABLES FL)
FL
03/08/2006 - 11/10/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 04/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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