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MC

Marcos I. Castagnasso

INSIGNEO SECURITIES
Montevideo, 91600
Some features on this profile are disabled
CRD#: 4151140
MC

Professional summary

Marcos Ivan Castagnasso, who also goes by Marcos J. Castabnasso, Marcos IVan Castagnasso N/a, is a registered financial professional currently at INSIGNEO SECURITIES, LLC .

Marcos is registered as a RR (Registered Representative) and started their career in finance in 2000. Marcos has worked at 5 firms and has passed the Series 66, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Marcos J. Castabnasso | Marcos Ivan Castagnasso N/a

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Marcos Ivan Castagnasso's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 4, 2024 - Present

INSIGNEO SECURITIES, LLC

Office #1: Ruta 8 Km 17500 Zonamerica Edif Beta 4 Oficina 001a, Montevideo 91600
BD
CRD#: 29249
Montevideo,
Past

September 11, 2018 - December 4, 2024

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
MONTEVIDEO,
Past

July 6, 2010 - April 4, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 7, 2008 - June 11, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BUENOS AIRES,
Past

July 1, 2003 - June 11, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BUENOS AIRES,
Past

June 5, 2000 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/5/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 8/16/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IS
INSIGNEO SECURITIES, LLC
GLOBAL INVESTOR SERVICES, L.C. | INSIGNEO SECURITIES, LLC | HENCORP, INC. AND THE BECSTONE GROUP, INC. | HENCORP, BECSTONE & CO. | HENCORP BECSTONE SECURITIES, LC

CRD#: 29249 / SEC#: , 8-44166

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1221 Brickell Ave 27th Floor, Miami, FL 33131
Mailing Address
1221 Brickell Ave 27th Floor, Miami, FL 33131
Phone number
(305) 373-9000
Established
Florida since 12/24/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
INSIGNEO FINANCIAL GROUP LLCMEMBER - CLASS A
INSIGNEO PUERTO RICO PARTNERSHIP HOLDINGS LLCMEMBER - CLASS B
INSIGNEO SECURITIES PARTNERSHIP HOLDINGS LLCMEMBER - CLASS B
ARANA LANDAETA, MARIELA CECILIAHEAD OF CLIENT EXPERIENCE4830220
ARNETT, GEORGE WASHINGTON IIIGENERAL COUNSEL AND DIRECTOR1057806
AVERETT, MICHAEL ROBERTCHIEF REVENUE OFFICER5311774
CANINO QUINONES, LIZMARIHEAD OF SALES SUPERVISION6007866
CAULFIELD, JUSTIN PAUL SRCHIEF COMPLIANCE OFFICER5699024
CEDENO, CLAUDIABSA | AML OFFICER5235772
CHUANG, ERIC CREGULATORY AFFAIRS OFFICER3215724
EFFIO, TAMARINDBUSINESS DEVELOPMENT OFFICER7255243
HENRIQUEZ, RAUL JRCHAIRMAN OF THE BOARD1647412
NUNEZ, FRANCISCODIRECTOR8017439
POLEMENI PEREZ, MONICAPRINCIPAL OPERATIONS OFFICER4130068
RIESGO, AHMEDCHIEF INVESTMENT OFFICER5020318
RIVERA CRUZ, MIGUEL ANGELCHIEF ACCOUNTING OFFICER / PRINCIPAL FINANCIAL OFFICER3255902
RIVERO, JAVIERPRESIDENT, CHIEF OPERATING OFFICER AND DIRECTOR4498023
WATSON, CHRISTIAN PIERCEHEAD OF TRADING4917370

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INSIGNEO SECURITIES, LLC

CRD#: 29249Montevideo 91600

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