Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yzana? Claim Your ProfileYzana Hernandez Oestreicher is a financial advisor with Insigneo Advisory Services, LLC. Yzana has over 25 years of experience in the financial services industry. Yzana is registered with the state of Florida and New York. Yzana has expertise in providing a variety of financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. Yzana's previous experience includes positions at Wells Fargo Clearing Services, LLC, First Union Brokerage Services, Inc. and Prudential Securities Incorporated.
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
12/20/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
10/01/2000 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
11/21/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
05/14/1996 - 10/03/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/21/1995 - 05/10/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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