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Maria Ximena Guevara Fajardo

Insigneo Advisory Services, LLC

Miami, FL

Miami, FL

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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-03-23
FL RA APPROVED 2023-03-22
  • CO RA
    APPROVED
    Since 2023-03-23
  • FL RA
    APPROVED
    Since 2023-03-22

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Coral Gables FL 05/2012 12/2019
Morgan Stanley Smith Barney Llc Aventura FL 12/2019 02/2023
Morgan Stanley Private Bank, N.A New York NY 01/2020 02/2023
Insigneo Securities Llc Miami FL 02/2023 Present
Insigneo Advisory Services Llc Miami FL 02/2023 Present
  • 05/2012 → 12/2019
    Coral Gables, FL
  • 12/2019 → 02/2023
    Morgan Stanley Smith Barney Llc
    Aventura, FL
  • 01/2020 → 02/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2023 → Present
    Insigneo Securities Llc
    Miami, FL
  • 02/2023 → Present
    Miami, FL
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC_Dually registered since February 2023. Advisory services, Investment related, financial advisor. 15-20 hours approx devote to this business and during trading hours. -LEGACY ADVISORY GROUP Doing Business As (DBA). FL-US_Filed date: 06/26/23_Its a brand name, not registered Entity_DBA for brokerage and advisory business. -MAX ADVISOR CORP_Non-Securities related / Address: Miami, FL / Nature: Pass through for tax purposes / Position: President and owner / Start date: 04/2023 / Devote: 1 hrs/month and 0 hrs/month during trading hours. -RESIDENTIAL REAL ESTATE_Investment related / Address: Vail, Colorado / Nature: Residential real estate rental / Position: owner 50% / Start date: 09/2025 / Devote: 1 hr/month and 0 hr/month during securities trading hours / Duties: the owner is not involved in day-to-day management.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-03
  • S66 Uniform Combined State Law Examination
    2007-07-03
Other Names
  • Maria X Guevara
  • Maria Ximena Guevara
  • Maria X Guevara Fajardo
  • Maria X Guevara
  • Ximena Guevara

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