Nicholas Patino

Investment Advisor at Insigneo Financial Group

Role: Investment Advisor at Insigneo
Location: Miami, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nicholas Patino

Insigneo Securities, LLC (“IS”) and Insigneo Advisory Services, LLC (“IAS”) have approved…

Experience

Investment Advisor
Insigneo
Dec 2017 — Present · Miami, TX, US
Insigneo arises from the integration of the values, culture, and collective experience of several companies- GIS, HBAM, Alpha Capital, HWA, and the recently acquired Northeast Securities.

Skills

Annuities
Series 7
Wealth Management
Asset Managment
Strategic Financial Planning
Alternative Investments
Insurance
Series 24
Asset Management
Finance
Financial Planning
Retirement Planning
Investment Advisory
Securities
Investments
Financial Analysis
Asset Allocation
Risk Management
Equities
Portfolio Management
Financial Modeling

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