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Tomas Lopez vargas

Insigneo Advisory Services, LLC

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About Tomas Lopez vargas

Tomas Lopez vargas is an investment advisor representative with Insigneo Advisory Services, LLC. Tomas is registered in California and Florida, with a Series 7, 65 and 66 licenses. Tomas has a long history of experience in the financial industry, having previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Insigneo Advisory Services, LLC specializes in providing a range of financial advisory services to individuals, businesses, and pooled investment vehicles. The firm offers financial planning, portfolio management, and consulting services. Tomas has a proven track record of helping clients reach their financial goals.

Firm Information

Tomas Lopez vargas 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.

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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.

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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.

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fixed fees

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

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percentage of assets

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

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other

Rebates/trailer fees

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Tomas Lopez vargas’s Registration & Firm History

FL

06/30/2016 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

FL

02/25/2008 - 06/21/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)

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Licenses & Designations

IA

Issued 06/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/27/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tomas Lopez vargas.
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