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Alexandra Maribel Panora

Insigneo Advisory Services, LLC
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Insigneo Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
173 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alexandra is 100% owner of AEGA21 LLC, a pass-through entity for tax purposes, since February 2022. Alexandra spends minimal time on this activity.

Employment History
Current Registrations
Insigneo Securities, LLC
September 2021 - Present · 4 yrs 5 mos
Insigneo Advisory Services, LLC
September 2021 - Present · 4 yrs 5 mos
Insigneo Securities, LLCBroker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2021 - September 2021 · 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2018 - September 2021 · 3 yrs
J.P. Morgan Securities LLCBroker
October 2012 - September 2018 · 5 yrs 11 mos
Chase Investment Services CORP.Broker
August 2005 - October 2012 · 7 yrs 2 mos
Citicorp Investment ServicesBroker
November 2003 - July 2005 · 1 yr 8 mos
State Registrations5 states
CAFLNJNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.