Alexandra Panora is a registered investment advisor, based in Miami, FL, with 22 years of industry experience.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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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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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 7 mos
Insigneo Advisory Services, LLC
September 2021 - Present · 4 yrs 7 mos
Insigneo Securities, LLCBroker
September 2021 - Present · 4 yrs 7 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.