Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raily? Claim Your ProfileRaily Diaz-rodriguez is a registered representative and investment advisor representative with Insigneo Advisory Services, LLC. Raily has over 9 years of experience in the financial services industry. Raily is licensed to provide investment advice in Florida and Puerto Rico. Prior to joining Insigneo Advisory Services, LLC, Raily worked at Popular Securities, LLC, Oriental Financial Services LLC, and AXA Advisors, LLC.
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
08/14/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
PR
03/25/2021 - 02/09/2024
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
10/17/2019 - 11/11/2020
ORIENTAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
12/11/2015 - 05/02/2016
AXA ADVISORS, LLC (HATO REY PR)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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