Javier Rivero (CRD# 4498023) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 22 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 International Financial Services | San Juan, PR | Jan 2023 - Current | 1 |
| Insigneo Advisory Services | Miami, FL | Feb 2018 - Current | 6 |
| Insigneo Securities, LLC | Miami, FL | Dec 2017 - Current | 6 |
| Dynasty Securities, LLC | New York, NY | Jul 2016 - Dec 2017 | 1 |
| Dynasty Wealth Management, LLC | New York, NY | Mar 2016 - Dec 2017 | 1 |
| Brickell Global Insurance, Inc. | Miami, FL | Aug 2015 - Mar 2016 | < 1 |
| Brickell Bank | Miami, FL | Jul 2015 - Mar 2016 | < 1 |
| Brickell Global Markets, Inc. | Miami, FL | Jul 2015 - Mar 2016 | < 1 |
| Brickell Global Advisory, Inc. | Miami, FL | Jul 2015 - Mar 2016 | < 1 |
| E.s. Financial Services Inc. | Miami, FL | Apr 2014 - Jul 2015 | 1 |
| Espirito Santo Bank | Miami, FL | Mar 2014 - Jul 2015 | 1 |
| Espirito Santo Investment Advisors | Miami, FL | Mar 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2002 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- FL
- PR
-
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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