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Insigneo

Securities | MIAMI, FL | 20 followers

Insigneo Overview

WEBSITE insigneo.com

HEADQUARTERS MIAMI, FL

SIZE <25

FOUNDED 1985

CEO VICTOR HENRIQUEZ

REVENUE $5M - $10M

INDUSTRY Securities

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About Insigneo

Insigneo is a financial services firm headquartered in Miami, FL. We are a FINRA Registered Broker/Deal and Registered Investment Advisor. We run a first-class investment platform for Independent Financial Advisors serving the needs of non-US clients. We also service non-US focused RIAs, MFOs and Wealth Management firms. We promote a culture of share values with smart controls, strong due-diligence and continuous innovation. We are committed to deliver a simpler user experience to FAs and end-clients and to be a friendlier and more approachable investment firm. Insigneo and its predecessor com...panies have been in business since 1985. More
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Senior Compliance Associate, Advisory at Insigneo

Miami, FL | Full Time

$83k-105k (estimate)

4 Days Ago

The Senior Compliance Associate, Advisory, has the responsibility of performing tasks related to the development of policies and procedures, assisting in internal and external audits, the filing of the required documentation under SEC regulations and other compliance related tasks. Works with the department leader in the development of reports and communicates any regulatory changes or updates to the corresponding internal or external bodies. Job...

Marketing Manager at Insigneo

Miami, FL | Full Time

$97k-127k (estimate)

4 Days Ago

The Marketing Manager is responsible for the planning, delegation, and implementation of all marketing activities for the firm. This position manages the firm’s brand presence in the community, leading the planning and execution of the firm’s marketing campaigns, events and social media content. This position is responsible for coordinating with department heads the development of a comprehensive database of internal and external content. creates...

Supervisor Principal - Broker Dealer at Insigneo

Miami, FL | Full Time

$100k-132k (estimate)

7 Days Ago

The Sales Supervisor has the overall responsibility for providing day to day supervision and guidance to the assigned Advisors and/or Brokers. Provides guidance and support to the sales process and resolves any issues with clients by working closely with Senior Relationship Management team. JOB RESPONSIBILITIES/MAIN FUNCTIONS. Responsible for the day-to-day oversight of the sales process ensuring policies, practices and regulations are followed b...

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