Oscar
Fernandez Este
Insigneo Advisory Services, LLC
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About this Advisor
Oscar Fernandez Este is a financial advisor based in Houston, Texas, working with Insigneo Advisory Services, LLC. Oscar has previously held positions at Bbva Securities Inc, Bbva Wealth Solutions Inc, Pnc Investments, Insigneo Advisory Services LLC, and Insigneo Securities LLC. Oscar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware, Florida, and Texas. Currently, Oscar is part of Insigneo Advisory Services, LLC, which operates out of Houston, Texas. The firm has 15 offices and 185 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Insigneo Advisory Services, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Insigneo Advisory Services, LLC Brokerage Details
$3,067,400,975
185
3,802
$806,786
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Oscar Fernandez Este Work History
Insigneo Advisory Services LLC
Insigneo Securities LLC
Pnc Investments
Bbva Wealth Solutions Inc
Bbva Securities Inc
Disclosures
Please visit the SEC profile of Oscar Fernandez Este 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 Insigneo Advisory Services, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Houston, TX
Miami, FL
Miami, FL
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