linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Salvador Roberto Diaz-bazan

Insigneo Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Salvador? Claim Your Profile

About Salvador Roberto Diaz-bazan

Salvador Diaz-bazan is a financial advisor with Insigneo Advisory Services, LLC. Salvador has been in the industry since 2000 and holds Series 63, 65, 7, 24, and SIE licenses. He has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Salvador provides financial advice and portfolio management services.

Firm Information

Salvador Diaz-bazan is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Rebates/trailer fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Salvador Diaz-bazan’s Registration & Firm History

FL

03/04/2020 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

MA

09/25/2015 - 12/03/2019

INSIGHT SECURITIES, INC. (Boston MA)

MA

06/20/2000 - 06/26/2015

J.P. MORGAN SECURITIES LLC (BOSTON MA)

Not sure if Salvador Roberto Diaz-bazan is right for you?

Licenses & Designations

IA

Issued 09/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Salvador Roberto Diaz-bazan.
Not sure if Salvador Roberto Diaz-bazan is right for you?