Jose AguilarCRD Number: 1456467
Current Firm: Insigneo Advisory Services, LLC
Jose Aguilar (CRD# 1456467) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 18 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Insigneo Securities, LLC||Miami, FL||Feb 2021 - Current||2|
|Insigneo Advisory Services||Miami, FL||Feb 2021 - Current||2|
|Wells Fargo Clearing Services, LLC||Miami, FL||Nov 2016 - Feb 2021||4|
|Wells Fargo Advisors, LLC||Miami, FL||Feb 2016 - Nov 2016||< 1|
|Morgan Stanley Smith Barney||Miami, FL||Sep 2009 - Feb 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management1,939MILLIONS
Total Number of Accounts2,663ACCOUNTS
Average Account Value$728,148
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
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