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Vivian P

Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Vivian Pino is a financial advisor at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 13 years. She has been with Insigneo since 2021. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized allocations, third-party manager oversight, and proprietary private placement vehicles, utilizing a range of asset classes and investment strategies monitored by an Investment Committee.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Camilo G

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Camilo Gomes is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His career includes roles at UBS Financial Services, Morgan Stanley Private Bank, and BTG Pactual in various capacities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios, third-party manager oversight, and a wrap fee program. The firm’s investment process combines committee-driven model portfolios with advisor-led portfolio construction, incorporating global asset classes and allowing client-specific restrictions.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Ciro V

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Ciro Vasquez is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Mercantil Commercebank Investment Services from 2009 to 2021 before joining Insigneo Advisory Services and its affiliated broker-dealer in 2021. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a blend of committee-driven and advisor-led portfolio construction. The firm’s investment approach includes global asset classes and emerging-market exposures, with customizable client arrangements.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Armando T

Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Armando Tous is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citigroup Global Markets for 15 years. He is also the owner and president of VAV Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm combines customized allocations and firm-modeled portfolios with third-party research to manage a diverse range of asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Ignacio A

CFA®, Series 63

Miami, FL

Insigneo Advisory Services, LLC

Ignacio Arata is a CFA® charterholder with 23 years of industry experience, currently serving at Insigneo Advisory Services, LLC. He has held roles at Insigneo Securities, LLC since 2017 and Julius Baer since 2015. Outside of his advisory work, he acts as a Protector of a trust, overseeing the trustee without control over funds or investment decisions. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing client-imposed investment restrictions.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Debra T

Series 63, Series 65

Coral Gables, FL

Insigneo Advisory Services, LLC

Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party investment strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Santiago T

CFA®

Miami, FL

Insigneo Advisory Services, LLC

Santiago Tolomei is a CFA® credentialed financial advisor with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC and has held various roles within affiliated Insigneo entities since 2022. Prior to joining Insigneo, he worked at Citibank NA Uruguay and CITI International Financial Services LLC. Outside of his advisory role, he holds ownership and directorship positions in two personal investment companies based in the British Virgin Islands. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s approach combines committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes, emerging-market exposure, and third-party macroeconomic research.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Albert P

CFP®, Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Albert Philion Jr. is a CFP® professional with 34 years of industry experience, currently serving at Insigneo Advisory Services, LLC since 2020. Prior to joining Insigneo, he worked at UBS Financial Services for five years. Outside of his advisory role, he holds minority shareholder interests in several startups and an Italian restaurant business in London, England. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led construction and utilizing third-party macroeconomic research to align portfolios with client objectives. The firm serves clients through both discretionary and non-discretionary management and offers access to global and emerging-market asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Harold C

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Harold Calveira Leon is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC and Cal-Maine Foods. His career has been primarily focused within the Insigneo group of companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and ongoing monitoring.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Guillermo P

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Guillermo Porras is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BCI Securities, Safra National Bank of New York, and EFG Capital Advisors Inc. He is currently associated with both Insigneo Advisory Services and its affiliated broker-dealer, Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm employs customized allocations alongside firm-modeled multi-asset portfolios, incorporating third-party research and periodic reviews, and offers a range of investment options including equities, fixed income, and alternative investments.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Alberto V

Series 63, Series 65

Houston, TX

Insigneo Advisory Services, LLC

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Actinver Securities, BBVA Securities, and VectorGlobal WMG. Outside of his advisory work, he has been involved with Valgue Real Estate LLC since 2018. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles, utilizing customized allocations and firm-modeled strategies across a broad range of asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Gabriel A

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Gabriel Ayerbe Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley before joining Insigneo in 2022. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, using a range of investment strategies and third-party research to monitor performance.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Juan C

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Juan Clemenza is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at CitiGroup Global Markets Inc for 15 years. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Elias F

Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Elias Fakhouri is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized and model-driven portfolios, third-party manager oversight, and consulting services, utilizing a diverse range of asset classes and allowing client-imposed investment restrictions.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Lucio P

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Lucio Pachiardi is a financial advisor at Insigneo Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Citibank NA and its affiliated companies prior to joining Insigneo. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, blending committee-driven model portfolios and advisor-led portfolio construction with exposure to global asset classes and emerging markets.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Mauricio R

CFA®, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Mauricio Ranut is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Insigneo Advisory Services, LLC and its affiliate, Insigneo Securities, where he has worked since 2022. His prior experience includes roles at MMBG Investment Advisors Co and BNY Mellon Pershing. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management that integrates committee-driven model portfolios and individualized advisor-led construction across diverse global asset classes.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Luis G

Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Luis Garcia Pinto is a financial advisor at Insigneo Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm offers both discretionary and non-discretionary portfolio management, including global asset allocations and emerging-market exposures.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Alejandro R

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Alejandro Rubinstein is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Itau Europa Securities prior to joining Insigneo. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, employing a combination of customized allocations and firm-modeled portfolios monitored through third-party research and periodic reviews.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Kevin C

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Kevin Concha is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 13 years of industry experience. Prior to joining Insigneo in 2021, he spent five years at Jefferies LLC. Outside of his advisory role, he is the owner of CTD Capital Intl Corp, a flow-through entity used for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and advisor-led customized portfolio construction, incorporating global asset classes and third-party macroeconomic research.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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Fabio P

Series 65

Miami, FL

Insigneo Advisory Services, LLC

Fabio Prada Ferreira is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 65 credential and seven years of industry experience. His prior work includes roles at Insigneo Securities, Hayman Wealth Management, Insight Securities, and GWM Partners. He serves on the board of Projecto Oncafari in Brazil, a nonprofit focused on environmental conservation, and is an advisor to the International Star Class Yacht Racing Association Legacy Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through a combination of committee-driven model portfolios and advisor-led customization. The firm integrates global asset classes, emerging markets, and offshore funds into its investment approach and maintains affiliated broker-dealer operations.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
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