Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oscar? Claim Your ProfileOscar Eduardo Fernandez este is an investment advisor representative with Insigneo Advisory Services, LLC. Oscar Eduardo Fernandez este has been in the industry since March 2008 and has worked for several firms including PNC Investments, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and BBVA Investments Inc. Oscar Eduardo Fernandez este is registered with FINRA and the states of Delaware, Florida, and Texas. Oscar Eduardo Fernandez este's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Portfolio Management for Pooled Investment Vehicles. Oscar Eduardo Fernandez este provides investment advisory services to corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.
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
12/01/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
TX
09/17/2021 - 11/30/2023
PNC INVESTMENTS (HOUSTON TX)
TX
05/16/2013 - 09/17/2021
BBVA SECURITIES INC. (EL PASO TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
03/20/2008 - 07/01/2009
BBVA INVESTMENTS INC. (HOUSTON TX)
IA
Issued 08/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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