Oscar Fernandez Este, financial advisor Houston TX

Oscar Fernandez Este

CRD Number: 5152082
Current Firm: Insigneo Advisory Services, LLC

Oscar Fernandez Este (CRD# 5152082) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Houston, TX and has over 15 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Insigneo Advisory Services LLC Miami, FL Dec 2023 - Current < 1
Insigneo Securities LLC Houston, TX Dec 2023 - Current < 1
Pnc Investments Houston, TX Sep 2021 - Dec 2023 2
Bbva Wealth Solutions Inc. Houston, TX Aug 2019 - Sep 2021 2
Bbva Securities Inc. Houston, TX May 2013 - Sep 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Oscar E. Fernandez Este
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • DE
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    3,067
    MILLIONS
  • Total Number of Accounts
    3,802
    ACCOUNTS
  • Average Account Value
    $806,786
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY

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