Nicholas Patino
Investment Advisor @Insigneo
Miami, FL, US
EMAILS
n••••••••@insigneo.com
MOBILE NUMBERS
+13•••••••41
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WORK HISTORY
Dec 2017 — Present
Investment Advisor @Insigneo
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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
AnnuitiesSeries 7Wealth ManagementAsset ManagmentStrategic Financial PlanningAlternative InvestmentsInsuranceSeries 24Asset ManagementFinanceFinancial PlanningRetirement PlanningInvestment AdvisorySecuritiesInvestmentsFinancial AnalysisAsset AllocationRisk ManagementEquitiesPortfolio ManagementFinancial Modeling
ABOUT NICHOLAS PATINO
Insigneo Securities, LLC (“IS”) and Insigneo Advisory Services, LLC (“IAS”) have approved…
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