EV
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Edward Varona

17 Years of Experience
Miami, FL
Broker

Edward Varona is a registered investment advisor, based in Miami, FL, with 17 years of industry experience.

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.

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Other Business Activities

Edward owns multiple rental properties in Florida, dedicating minimal time to these activities. He also works as a financial advisor for Insigneo Advisory Services, dedicating about 10-20% of his time, and is the treasurer of a homeowner's association, dedicating minimal time.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
February 2021 - Present · 5 yrs 3 mos
Insigneo Securities, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2010 - March 2021 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2008 - March 2021 · 12 yrs 3 mos
State Registrations5 states
CAFLGANENJ
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.
Edward Varona - Financial Advisor | TrueAdvisor