Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paola? Claim Your ProfilePaola Andrea Ortiz is a Financial Advisor with Insigneo Securities, LLC. Paola has been in the securities industry since November 12, 2018. Paola has a Series 27, Series 99TO, and SIE. Paola is registered with FINRA and is licensed in Florida. Paola was previously with Securities America, Inc. and Investcorp, Inc.
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.
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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2
FL
08/20/2021 - Present
Insigneo Securities, LLC (MIAMI FL)
FL
07/17/2020 - 12/09/2020
SECURITIES AMERICA, INC. (MIAMI FL)
FL
03/05/2018 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
BC
Issued 03/05/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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