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Roberto Andres Ayala salcedo

Insight Securities, Inc.

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About Roberto Andres Ayala salcedo

Roberto Andres Ayala salcedo is a licensed securities professional with Insight Securities, Inc. Roberto has been in the financial services industry since January 16, 2015 and holds Series 6, Series 63 and SIE licenses. Roberto works with a variety of clients including corporations, individuals and high-net-worth individuals. Roberto provides financial planning, selection of other advisors and portfolio management for individuals and businesses. Roberto is currently registered in California, Florida and New Jersey.

Firm Information

Roberto Ayala salcedo is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roberto Ayala salcedo’s Registration & Firm History

IL

01/17/2015 - Present

Insight Securities, Inc. (HIGHLAND PARK IL)

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Licenses & Designations

BC

Issued 02/06/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto Andres Ayala salcedo.
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