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Zuri Idoeta

Insight Securities, Inc.

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About Zuri Idoeta

Zuri Idoeta is an investment advisor representative with Insight Securities, Inc., a firm based in Highland Park, IL. Zuri has been in the industry since 1994 and has held registrations in multiple states, including Pennsylvania, New Jersey, and California. Zuri has a strong background in financial planning and portfolio management, and specializes in working with individuals, businesses, and high-net-worth clients. Zuri is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Zuri Idoeta is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Zuri Idoeta’s Registration & Firm History

PA

08/29/2006 - Present

Insight Securities, Inc. (LANCASTER PA)

MO

09/05/2002 - 08/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

01/16/1996 - 09/09/2002

FAHNESTOCK & CO. INC. (NEW YORK NY)

NJ

05/11/1994 - 01/17/1996

HALPERT AND COMPANY, INC. (MILLBURN NJ)

NA

03/22/1994 - 04/05/1994

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 06/28/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zuri Idoeta.
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