Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Lopez-lopez is a Registered Representative at Insigneo Advisory Services, LLC. Veronica has been in the securities industry since May 1995 and has experience working with high-net-worth individuals, corporations, and other businesses. Veronica is also a Trustee for CONSTANTIN GORGES INC. and a board member for ORCHESTRA OF THE AMERICAS. In addition to her work at Insigneo, Veronica is also a partner in INVERSIONES VELICA, a real estate investment company based in Caracas, Venezuela. Veronica is registered in 12 states and holds the following licenses: Series 3, Series 7, and Series 66. Veronica's firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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
10/20/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
10/23/2009 - 10/24/2023
MORGAN STANLEY (Miami FL)
FL
07/12/2002 - 11/05/2009
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NY
05/17/1995 - 07/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1995
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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