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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.

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

Series 63, Series 65

Houston, TX

Insigneo Advisory Services, LLC

Samuel Morales is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at PNC Investments, Pershing LLC, and BBVA entities. Outside of his advisory role, he manages SMAS Investments LLC, a pass-through entity for tax purposes. 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 employs a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee, utilizing various asset classes and permitting client-imposed restrictions.

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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Juan B

Series 66

Houston, TX

Insigneo Advisory Services, LLC

Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. 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 investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.

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