Felix J. Dones Pagan

Financial Advisor @Insigneo

Miami, FL, US
MOBILE NUMBERS
+19•••••••40

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WORK HISTORY

May 2019 — Present

Financial Advisor @Insigneo

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Vice President Financial Advisor

EDUCATION

1995 — 2000

Universidad de Puerto Rico

Bachelor of Business Administration - BBA, Finance

SKILLS

Tax Efficient Strategies401k Rollover StrategiesCollege Planning StrategiesFinancial Needs AnalysisRetirement PlanningIra Rollover StrategiesInvestment Advisory ServicesInsurance Planning

ABOUT FELIX J. DONES PAGAN

I specialize in Wealth Management & Financial Planning for Offshore International Clients.19 years of experience in the Financial Industry (Retail Banking, Mortgage Banking, Insurance, International Banking, Offshore Investments).My professional licences include:Finra-Series 6, 7, 63, 65Insurance-Life, Variable, Disability, HealthArticles circulated, market commentary and general ideas I share on LinkedIn should not be construed as specific securities advice, investment advice for you or a business communication by me. If you would like specific investment advice, please contact me at f••••••••@insigneo.com or call me at

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Felix J. Dones Pagan — Email, Phone Number & Contact Info | Unifers