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Gabriel E. Taylor

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CRD#: 6009520
GT

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.

Gabriel Enrique Taylor was a registered financial professional .

Gabriel is a previously registered financial professional and started their career in finance in 2012. Gabriel had worked at 1 firm and has passed the Series 99 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 11, 2012 - February 3, 2014

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
SAN JUAN, PR

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99
Date: 9/10/2012
Operations Professional Examination

Current Firm


II
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
CITI INTERNATIONAL FINANCIAL SERVICES LLC | INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC | CITICORP FINANCIAL SERVICES CORPORATION

CRD#: 17053 / SEC#: , 8-33185

BD
Terminated by SEC on 02/07/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Puerto Rico since 08/10/1970
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
INSIGNEO PUERTO RICAN HOLDINGS, LLCMEMBER
POLEMENI PEREZ, MONICAPRINCIPAL OPERATIONS OFFICER4130068
RIVERA CRUZ, MIGUEL ANGELCHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFFICER3255902
RIVERO, JAVIERPRESIDENT & CHIEF OPERATING OFFICER4498023
VALLADARES-TORRES, MOISESEXECUTIVE REPRESENTATIVE & CHIEF COMPLIANCE OFFICER5011784

Disclosures


Regulatory Event4

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 INTERNATIONAL FINANCIAL SERVICES LLC

CRD#: 17053

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