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Juan D
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Juan De Los Reyes Cordova is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked for VectorGlobal WMG from 2013 to 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a combination of committee-driven model portfolios and advisor-led portfolio construction, incorporating third-party macroeconomic research to align investments with client objectives and risk tolerances.
Ahmed R
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Ahmed Riesgo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Insigneo Advisory Services since 2016 and has been affiliated with Insigneo Securities LLC since 2008, with prior experience at HB Asset Management. Outside his advisory roles, he serves as a trustee for family-owned properties without compensation. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, and third-party manager oversight, utilizing a mix of proprietary and external strategies across various asset classes.
Tomas L
Series 65, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Tomas Lopez Vargas is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Merrill and Global Investor Advisory Services, LLC. Outside of his advisory role, he manages several family-owned business entities unrelated to investment advisory. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm employs a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research.
Renato B
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Renato Bisconcini is a financial advisor at Insigneo Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and BTG Pactual US Capital. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of customized allocations and firm-modeled investment strategies.
Rafael G
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Rafael Gomez Gutierrez 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 firms including VectorGlobal WMG and Banorte Securities International. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm combines committee-driven model portfolios with individualized advisor-led construction, employing global asset classes and emerging-market exposures.
Veronica L
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Veronica Lopez Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 30 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2009 to 2023. Outside of her advisory role, she serves as a board member of the Orchestra of the Americas, a philanthropic organization. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers a range of services such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting, employing a combination of customized allocations and firm-modeled investment strategies.
Javier R
Series 65, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Javier Rodriguez is a financial advisor at Insigneo Advisory Services, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citibank and Citigroup Global Markets before joining Insigneo in 2019. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing both proprietary and third-party strategies across various asset classes.
Alexandra P
Series 63, Series 65
New York, NY
Insigneo Advisory Services, LLC
Alexandra Panora is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and J.P. Morgan Securities prior to joining Insigneo in 2021. Alexandra has full ownership of AEGA21 LLC, a non-securities pass-through entity. 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 allocations alongside firm-modeled portfolios, utilizing a range of investment strategies and third-party research to manage portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.
Juan Z
Series 63, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Juan Zenck is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mercantil Commercebank Investment Services for six years. Zenck is also the owner of JAZ Global Investment LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management. The firm uses a blend of committee-driven model portfolios and advisor-led portfolio construction, incorporating global asset classes and third-party research to align with client objectives.
Maria C
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Maria Castillo is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Insigneo, she was employed at BlackRock Investments, LLC and PwC, and she earned a Bachelor of Business Administration from the University of Notre Dame. Outside of finance, she was involved with the Rios Dance Company for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios, third-party manager oversight, and consulting. The firm’s investment process combines committee-driven model portfolios with individualized advisor-led construction and includes global asset classes, emerging markets, and foreign currency exposures.
Marcelo B
Series 63
Miami, FL
Insigneo Advisory Services, LLC
Marcelo Borrelli is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He has been with Insigneo since 2020, previously working at Andbanc Brokerage LLC from 2016 to 2020. In addition to his advisory role, Borrelli holds a real estate sales license in Florida and is active as a realtor. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm’s investment approach combines committee-driven model portfolios with advisor-led customization, incorporating global asset classes and third-party macroeconomic research to align investments with client objectives.
Renata M
Series 65, Series 66
Miami, FL
Insigneo Advisory Services, LLC
Renata Mussalem Machado is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. She holds Series 65 and Series 66 credentials and has worked at Insigneo Advisory Services and Insigneo Securities since 2020, following six years at EFG Capital Advisors Inc and EFG Capital International Corp. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led strategies, incorporating third-party macroeconomic research and global asset classes, including emerging markets and foreign currencies.
Fernando P
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Fernando Perez Castillo is a Series 66 licensed advisor with nine years of industry experience. He is currently with Insigneo Advisory Services, LLC and Insigneo Securities LLC, having joined in 2023. His prior experience includes roles at Morgan Stanley, Itau International Securities Inc, and Banco Itau International. 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 discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting, and private placement advisory services, employing customized allocations and firm-modeled strategies monitored by an Investment Committee.
Jennifer R
Series 66
Parrish, FL
Insigneo Advisory Services, LLC
Jennifer Ramos is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Global Asset Management and Morgan Stanley. Outside of her advisory role, she is the CEO and owner of Flor de Karonka Co., a small handmade jewelry business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and customized advisor-led strategies. The firm incorporates global asset classes and emerging markets in its investment process and serves clients with both domestic and cross-border investment needs.
Mayobanex M
Series 63, Series 66
Houston, TX
Insigneo Advisory Services, LLC
Mayobanex Martinez is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for 11 years. Martinez is a board member and 26% owner of Space City Fulfillment LLC, a micro-fulfillment and last mile delivery service that is currently not operating. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations supported by firm-modeled portfolios and third-party research, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.
Lilian P
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Lilian Perez is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Kovack Advisors, Inc., Raymond James & Associates, Inc., Securities America, Inc., and Investacorp, Inc. Perez is dually registered as a sales supervisor with Insigneo Advisory Services. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers customized allocations, firm-modeled multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a range of investment strategies and allowing client-imposed restrictions.
Stephanie C
Series 66
Palmetto Bay, FL
Insigneo Advisory Services, LLC
Stephanie Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Insigneo in 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and third-party research to manage client accounts.
Luis E
Series 63, Series 65
Miami, FL
Insigneo Advisory Services, LLC
Luis Ehlers is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is based in Miami Springs, FL. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and committee-overseen investment strategies across various asset classes and employs both proprietary and third-party approaches.
Manuel U
Series 63, Series 65
New York, NY
Insigneo Advisory Services, LLC
Manuel Uranga is a financial advisor at Insigneo Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Bolton Securities Corporation. He is also the owner and general partner of A Plus Capital, LLC, an entity involved in securities and investment advisory businesses. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and a range of investment strategies across multiple asset classes.
Karem A
Series 66
Miami, FL
Insigneo Advisory Services, LLC
Karem Andraus is a financial advisor at Insigneo Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer for two years. Prior to his advisory career, he was involved in entrepreneurial activities including running Madia Cake Design for five years. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a broad range of clients including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled multi-asset portfolios, incorporating third-party research and allowing for client-imposed investment restrictions.
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