Zuri Idoeta is a registered investment advisor at Insight Securities, INC., based in Lancaster, PA, with 31 years of industry experience. Their firm serves 48 clients with $94M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1853 William Penn Way, Suite 29, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zuri is the sole owner of Wampum LLC, an e-commerce business selling home goods through Amazon, and spends a few hours per week on it. Zuri also passively owns residential rental units through Charlotte Real Estate LLC, dedicating minimal time to it.
Employment History
Current Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Fahnestock & CO. INC.Broker
Halpert and Company, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations9 states
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