Juan Gonzalez (CRD# 5277543) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insigneo Securities, LLC | Miami, FL | Jun 2021 - Current | 2 |
| Insigneo Advisory Services | Miami, FL | Jun 2021 - Current | 2 |
| Kovack International Wealth Management, Inc. | Fort Lauderdale, FL | Jun 2019 - Jun 2021 | 2 |
| Vertical Design Studio Pa | Miami, FL | Nov 2017 - Jun 2019 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Mar 2017 - Oct 2017 | < 1 |
| Morgan Stanley | Miami, FL | Jun 2009 - Oct 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
- CT
- FL
- NJ
- NY
- SC
-
Total Assets Under Management3,067MILLIONS
-
Total Number of Accounts3,802ACCOUNTS
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Average Account Value$806,786
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
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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