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Jorge M

Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Jorge Maldonado is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes roles at Insigneo Securities, LLC, Flagstar Bank N.A., and NEW TSI Holdings Inc. Prior to entering the financial industry, Maldonado worked in education for several years. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach incorporates third-party macroeconomic research and ongoing portfolio monitoring to align investments with client goals and risk tolerance.

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

Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Maria Solanet is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Insigneo in 2023, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2015 to 2023. Outside of her advisory role, she is president and owner of La Verde Corp, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm combines customized allocations with firm-modeled portfolios overseen by an investment committee, utilizing a range of asset classes and strategies tailored to client needs.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Cesar Arana is a financial advisor at Insigneo Advisory Services, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Insigneo since 2017, following six years at Northeast Securities. 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 managed accounts, third-party manager oversight, and proprietary private placement vehicles, employing a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Antonio Quelhas is a financial advisor at Insigneo Advisory Services, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, UBS Financial Services, UBS International Inc., and Banc of America Investment Services. Outside of his advisory role, he is involved in managing a family partnership focused on farming and family real estate. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering a combination of discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment approach integrates committee-driven model portfolios with advisor-led portfolio construction, incorporating global and emerging-market exposures tailored to client objectives.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Astrid Arias Ruiz is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Insigneo Advisory Services since 2016 and Insigneo Securities since 2015. Outside of her advisory role, she is president and a 50% owner of A3 Advisory LLC. 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, firm-modeled multi-asset portfolios, and third-party manager oversight, utilizing a range of investment strategies across various asset classes.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Martin Latugaye is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Insigneo Advisory Services and Insigneo Securities since 2017 and previously at Northeast Securities Inc. from 2010 to 2017. Outside of his advisory role, he is involved with GALODEN COMPANY SA, a financial advisory firm in Uruguay, and serves as a shareholder and director of Surfing Academy Corp., a personal investment company. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, institutions, and banking clients. The firm combines customized allocations with firm-modeled multi-asset portfolios overseen by an Investment Committee, utilizing a range of investment strategies and client-imposed restrictions.

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

Series 63, Series 65

Coconut Grove, FL

Insigneo Advisory Services, LLC

Carlos Asilis is a financial advisor at Insigneo Advisory Services, LLC with credentials including Series 63 and Series 65 licenses. He has over 18 years of industry experience, having worked previously at Glovista Investments LLC for 17 years and Graham Capital Management for one year. He joined Insigneo Advisory Services in 2026. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a range of clients including individuals, corporations, trusts, and institutional investors such as banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party macroeconomic research and offering a diverse range of investment options across multiple asset classes.

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

Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Otto Ballesteros is a financial advisor with Insigneo Advisory Services, LLC in Miami, FL, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Insigneo, he worked at UBS Financial Services and Citibank in various roles from 2018 to 2026. Outside of advising, he is a passive member of family businesses involved in logistics and real estate. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed portfolios and third-party manager oversight. The firm utilizes a combination of committee-driven model portfolios and individualized advisor-led portfolio construction, with exposure to global and emerging markets and flexible client arrangements.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Andrea Hernandez Zavarce is a financial advisor at Insigneo Advisory Services, LLC with three years of industry experience. She holds the Series 66 designation and has worked at Insigneo since 2023, with prior experience at Folionet Advisers LLC and Folionet Financial LLC. Before entering the financial sector, she spent over a decade in education roles at Universidad Metropolitana and Colegio Los Campitos. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized portfolios and firm-modeled investment strategies across various asset classes, combining individual adviser input with a dedicated Investment Committee and third-party research.

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

CFA®, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Victor Hebditch is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2024. His prior roles include positions at Advisory Investor Services, Miura Capital LLC, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory work, he manages a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and individualized advisor-led construction. The firm integrates third-party macroeconomic research and oversees global and emerging-market investments, with notable cross-border operations and an affiliated broker-dealer.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Hernan Nosiglia is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Insigneo Advisory Services since 2017. Nosiglia also serves as a financial advisor for asset allocation modeling within the firm. Insigneo Advisory Services provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, using both proprietary and third-party strategies across various asset classes.

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

Series 63, Series 65

Coral Gables, FL

Insigneo Advisory Services, LLC

Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.

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

Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Moises Nudel is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Insigneo since 2014, including roles at affiliated entities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios, employing a range of investment strategies across multiple asset classes and offering both discretionary and non-discretionary management.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Bernardo Lucena is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Efg Capital International Corp for 10 years before joining Insigneo in 2020. Outside of his advisory role, he is a member and volunteer of the Rotary Club of Hialeah-Miami Springs. 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 combines customized advisor-driven allocations with firm-modeled multi-asset portfolios, utilizing a range of investment strategies across various asset classes.

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

CFP®, ChFC®, Series 63, Series 66

Miami, FL

Insigneo Advisory Services, LLC

Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Citigroup and Raymond James Financial Services. Outside of his advisory role, he has ownership interests in a tax planning firm and a business venture open for future opportunities. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a blend of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers diverse global asset allocations and oversight of both discretionary and non-discretionary portfolios.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Simon Correa Vanegas is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including VectorGlobal WMG and Credicorp Capital LLC. Insigneo Advisory Services offers investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm’s approach incorporates global asset classes and emerging-market exposures and includes discretionary and non-discretionary management options.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Andres Brik is a financial advisor at Insigneo Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years. He is a limited partner in Elion Partners LLC, a real estate investment firm. 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 combines customized allocations with firm-modeled portfolios overseen by an Investment Committee, utilizing a range of asset classes and allowing for client-imposed investment restrictions.

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

Series 66

Tomball, TX

Insigneo Advisory Services, LLC

Juan Fortoul Solorzano is a financial advisor at Insigneo Advisory Services, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA in various capacities over the past decade. 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 and incorporates 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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Angel C

Series 63, Series 65

Miami, FL

Insigneo Advisory Services, LLC

Angel Colina is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked with Morgan Stanley and its affiliated private banks from 2012 to 2023. Outside of finance, he is president and owner of Le Printemps Florist, a retail flower shop in Miami. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. 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 strategies overseen by an Investment Committee.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Mariana Foerster is a financial advisor at Insigneo Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at several firms including Loyola Asset Management LLC and Private Client Services. She serves as Vice President of Programs for the Sunset Elementary PTA, where she focuses on enhancing community events and STEM initiatives. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through model portfolios and advisor-led construction that incorporate global asset classes and third-party research.

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