Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Sanz is an investment advisor representative with Insigneo Advisory Services, LLC. Nicolas has been in the industry since August 4, 2019. Nicolas has passed the Series 7TO, SIE, Series 63 and Series 66 exams. Nicolas is currently registered in Florida and Texas.
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
12/04/2023 - Present
Insigneo Advisory Services, LLC (HOUSTON TX)
TX
09/17/2021 - 11/30/2023
PNC INVESTMENTS (HOUSTON TX)
TX
08/02/2019 - 09/17/2021
BBVA SECURITIES INC. (HOUSTON TX)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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