Augusto Medal Trinidad (CRD# 6364260) is an Investment Advisor Representative working at Insight Securities, Inc. in Asuncion, and has over 9 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insight Securities Inc. | Miami, FL | Jan 2022 - Current | 2 |
| Insigneo Securities, LLC | Miami, FL | Jun 2020 - Jan 2022 | 1 |
| Insigneo Advisory Services | Miami, FL | Jun 2020 - Jan 2022 | 1 |
| Insight Securities Inc. | Miami, FL | Apr 2018 - Jun 2020 | 2 |
| Insigneo Securities, LLC | Asuncion, | Jul 2017 - Mar 2018 | < 1 |
| Global Investor Advisory Services, LLC | Miami, FL | Jul 2017 - Mar 2018 | < 1 |
| Northeast Securities, Inc. | Miami, FL | Jun 2014 - May 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- FL
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Total Assets Under Management127MILLIONS
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Total Number of Accounts54ACCOUNTS
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Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY
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