Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicent? Claim Your ProfileVicent Costa is a registered investment advisor representative with Insigneo Advisory Services, LLC, located in Miami, FL. Vicent has been in the industry since November 2005. Vicent holds several licenses including Series 7, Series 55, Series 63, and Series 65. Prior to joining Insigneo Advisory Services, LLC, Vicent was a registered representative with Amerant Investments, Inc. and has also held positions with Calyon Securities (USA) Inc and Banesto Securities, Inc. In addition to his role at Insigneo Advisory Services, LLC, Vicent is also registered with the state of Delaware. Vicent provides financial and investment advisory services to individuals, corporations, and other businesses.
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
09/24/2021 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
02/02/2010 - 09/13/2021
AMERANT INVESTMENTS, INC. (CORAL GABLES FL)
NY
02/02/2009 - 04/21/2009
CALYON SECURITIES (USA) INC (NEW YORK NY)
NY
09/20/2004 - 10/03/2008
BANESTO SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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