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RS

Raquel Salem

INSIGNEO SECURITIES
MIAMI, FL 33131
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CRD#: 4479455
RS
Raquel SalemINSIGNEO SECURITIES

Professional summary


Raquel Salem, who also goes by Raquel Salem-halfon, is a registered financial professional currently at INSIGNEO SECURITIES, LLC located in Miami, Florida.

Raquel is registered as a RR (Registered Representative) and started their career in finance in 2002. Raquel has worked at 6 firms and has passed the Series 65, SIE and Series 7 exams.

Aliases


Raquel Salem-Halfon

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 Raquel Salem'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

May 5, 2016 - Present

INSIGNEO SECURITIES, LLC

Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131
BD
CRD#: 29249
MIAMI, FL
Past

March 18, 2015 - July 1, 2026

MIGDAL OR ADVISING GROUP LLC

RIA
CRD#: 173072
EL PORTAL, FL
Past

February 8, 2008 - October 31, 2014

EFG CAPITAL INTERNATIONAL

BD
CRD#: 40118
MIAMI, FL
Past

January 11, 2007 - December 7, 2007

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

September 24, 2002 - April 8, 2005

FLAGSTAR ADVISORS

BD
CRD#: 104233
NEW YORK, NY
Past

January 16, 2002 - August 20, 2002

HSBC BROKERAGE (USA) INC.

BD
CRD#: 6956
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
Colorado
(12/23/2025)
RR
Florida
(5/5/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/23/2015
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
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)


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#: 29249Miami, FL 33131

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