Harold Calveira Leon, financial advisor Miami FL

Harold Calveira Leon

CRD Number: 6760440
Current Firm: Insigneo Advisory Services, LLC

Harold Calveira Leon (CRD# 6760440) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo International Financial Services, LLC Miami, FL Sep 2023 - Current < 1
Insigneo Securities LLC Miami, FL Nov 2022 - Current 1
Insigneo Securities LLC Miami, FL Dec 2021 - Nov 2022 < 1
Insigneo Securities, LLC Miami, FL Feb 2021 - Dec 2021 < 1
Wells Fargo Clearing Services LLC Miami, FL Feb 2017 - Feb 2021 4
Cal-maine Foods Miami, FL May 2016 - Feb 2017 < 1
Unemployed Miami, FL Jan 2016 - May 2016 < 1
Brascuba Cigarrillos SA La Habana, Jan 2007 - Jan 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Harold J. Calveira Leon
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,197
    MILLIONS
  • Total Number of Accounts
    2,910
    ACCOUNTS
  • Average Account Value
    $754,991
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, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY

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