Luis Navas (CRD# 4307263) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 6 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insigneo Advisory Services, LLC | Miami, FL | Aug 2017 - Current | 6 |
| Insigneo Securities, LLC | Miami, FL | Aug 2017 - Current | 6 |
| Insigneo Wealth Advisors | Miami, FL | Oct 2017 - Dec 2021 | 4 |
| Bolton Global Capital | Bolton, MA | Jul 2017 - Aug 2017 | < 1 |
| Bolton Global Asset Management | Bolton, MA | Jul 2017 - Aug 2017 | < 1 |
| Santander Securities | Miami, FL | Apr 2004 - Jul 2017 | 13 |
| Banco Santander Central Hispano | Miami, FL | Jan 2004 - Jul 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
-
Total Assets Under Management3,067MILLIONS
-
Total Number of Accounts3,802ACCOUNTS
-
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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