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Jose Alfredo Salazar

Insigneo Advisory Services, LLC

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
FL RA APPROVED 2019-03-01
  • FL RA
    APPROVED
    Since 2019-03-01

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • 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
Morgan Stanley Miami FL 04/2015 12/2018
Insigneo Securities, Llc Miami FL 02/2019 Present
Insigneo Advisory Services, Llc Miami FL 02/2019 Present
Previous Registrations
  • 2014-02-06 → 2019-01-07
    Morgan Stanley
    Coral Gables, FL
    Miami, FL
  • 2002-06-03 → 2003-11-17
    Ubs International Inc.
    Coral Gables, FL
  • 1999-01-07 → 2002-06-01
    Ubs Financial Services Inc.
    Coral Gables, FL
Other Businesses

DUALLY REGISTERED WITH AFFILIATE FIRM INSIGNEO ADVISORY SERVICES AS HEAD OF SALES, SPENDS APPROX. 10 HOURS/MONTHLY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-03
S63 Uniform Securities Agent State Law Examination 1999-01-14
  • S65 Uniform Investment Adviser Law Examination
    2014-02-03
  • S63 Uniform Securities Agent State Law Examination
    1999-01-14

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
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