Adelina M. Rodriguez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adelina Minaya Rodriguez, who also goes by Adelina Rodriguez, was a registered financial professional .
Adelina is a previously registered financial professional and started their career in finance in 1989. Adelina had worked at 4 firms and has passed the Series 65, Series 63, Series 72, Series 52TO, SIE, Series 7, Series 10, Series 4, Series 9, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 21, 2021 - August 11, 2023
INSIGNEO ADVISORY SERVICES, LLC
March 22, 2021 - August 11, 2023
INSIGNEO SECURITIES, LLC
October 1, 2012 - March 26, 2019
J.P. MORGAN SECURITIES LLC
October 1, 2012 - March 26, 2019
J.P. MORGAN SECURITIES LLC
January 11, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
May 28, 2009 - June 11, 2009
CHASE INVESTMENT SERVICES CORP.
October 8, 2003 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
March 17, 1989 - September 19, 2003
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
INSIGNEO ADVISORY SERVICES, LLC
CRD#: 282589 / SEC#: 801-107256
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 72
Date: 1/2/2023
Government Securities Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationCurrent Firm
INSIGNEO ADVISORY SERVICES, LLC
CRD#: 282589 / SEC#: 801-107256
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,142 |
| AUM (Assets Under Management) | $ 3,612,629,819 |
Red Flags
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