Juan Solorzano is a registered investment advisor, based in Miami, FL, with 7 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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Juan works as an investment advisor for Insigneo Advisory Services LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Insigneo Securities, LLC
December 2023 - Present · 2 yrs 5 mos
Insigneo Advisory Services, LLC
December 2023 - Present · 2 yrs 5 mos
Insigneo Securities, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
PNC Managed Account Solutions, INC.
January 2022 - November 2023 · 1 yr 10 mos
PNC InvestmentsBroker
September 2021 - November 2023 · 2 yrs 2 mos
PNC Managed Account Solutions, INC.
November 2018 - December 2021 · 3 yrs 1 mo
Bbva Securities INC.Broker
October 2018 - September 2021 · 2 yrs 11 mos
State Registrations2 states
FLTX
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.