Samira Abid (CRD# 4317219) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 19 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Insigneo Securities LLC | Miami, FL | Aug 2021 - Current | 1 |
| Insigneo Advisory Services LLC | Miami, FL | Aug 2021 - Current | 1 |
| Wells Fargo Clearing Services, LLC | New York, NY | Nov 2016 - Aug 2021 | 4 |
| Wells Fargo Advisors, LLC | New York, NY | Mar 2015 - Nov 2016 | 1 |
| D'elia Financial Group | Brooklyn, NY | Nov 2014 - Mar 2015 | < 1 |
| Unemployed | New York, NY | Nov 2013 - Nov 2014 | 1 |
| Citigroup Global Markets Inc. | New York, NY | Jun 2007 - Nov 2013 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- FL
- NJ
- NY
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Total Assets Under Management2,072MILLIONS
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Total Number of Accounts2,261ACCOUNTS
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Average Account Value$916,381
- 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, NC, NJ, NV, NY, OH, OR, PR, SC, TN, TX, VI, WA, WI, WY
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