Gloria L. Cabre
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.
Gloria L Cabre, who also goes by Gloria L Bilbao, Gloria L. Bilbao, was a registered financial professional .
Gloria is a previously registered financial professional and started their career in finance in 2009. Gloria had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 21, 2015 - March 15, 2017
INSIGNEO WEALTH ADVISORS, LLC
October 6, 2015 - March 15, 2017
INSIGNEO SECURITIES, LLC
August 27, 2010 - December 13, 2013
CHARLES SCHWAB & CO., INC.
September 14, 2009 - December 13, 2013
CHARLES SCHWAB & CO., INC.
January 15, 2009 - March 23, 2009
STANFORD GROUP COMPANY
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
Current Firm
INSIGNEO WEALTH ADVISORS, LLC
CRD#: 112706 / SEC#: 801-72275
Contact information
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.
