Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilia? Claim Your ProfileNilia Gasson is an Investment Advisor Representative with Insigneo Advisory Services, LLC, with over 30 years of experience in the financial services industry. Nilia has been registered with the Securities and Exchange Commission since 1989. Insigneo Advisory Services, LLC, is an SEC registered investment advisor, offering a wide range of financial services, including portfolio management, financial planning and selection of other advisors. Nilia has a strong track record of success in helping clients achieve their financial goals. Nilia is also registered with the FINRA and has the Series 7, Series 24, Series 52, Series 63, Series 66, and Series 72 licenses. Nilia is committed to providing her clients with personalized financial advice and guidance.
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
12/20/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
10/01/2000 - 07/06/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
10/29/1991 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NA
03/30/1989 - 10/31/1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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