Zuri
Idoeta
Insight Securities, Inc
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About this Advisor
Zuri Idoeta is a financial advisor who works in Lancaster, Pennsylvania with 17 years of industry experience. Idoeta is an advisor for Insight Securities, Inc. They have been employed by Insight Securities, Inc for their entire career. Idoeta maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and Pennsylvania. Insight Securities, Inc is a company operating out of Highland Park, IL. It has offices in five locations and a total of 24 financial advisors. It oversees $163 million in total assets across its 222 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 222 customer accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on the services. Fees charged by Insight Securities, Inc can include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Zuri Idoeta Work History
Zuri has been registered as a financial advisor for 17 years.*
Horwitz & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zuri Idoeta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Securities, Inc
Highland Park, IL
Miami, FL
Highland Park, IL
Highland Park, IL
Brooklyn, NY
El Paso, TX
Miami, FL
Highland Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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