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IA

Ingrid B. Aya Agudelo

INSIGNEO SECURITIES
Coral Gables, FL 33134
Some features on this profile are disabled
CRD#: 6570681
IA

Professional summary

Ingrid Bibiana Aya Agudelo, who also goes by Ingrid Bibiana Aya, Ingrid Aya, is a registered financial professional currently at INSIGNEO SECURITIES, LLC located in Coral Gables, Florida.

Ingrid is registered as a RR (Registered Representative) and started their career in finance in 2018. Ingrid has worked at 3 firms and has passed the SIE and Series 99 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ingrid Bibiana Aya | Ingrid Aya

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 Ingrid Bibiana Aya Agudelo'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

October 18, 2023 - Present

INSIGNEO SECURITIES, LLC

Office #1: 3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134Office #2: 1221 Brickell Ave 27th Floor, Miami, FL 33131
BD
CRD#: 29249
Coral Gables, FL
Past

October 18, 2023 - December 5, 2024

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
Miami, FL
Past

October 2, 2018 - September 7, 2023

ACP SECURITIES, LLC

BD
CRD#: 139049
MIAMI, FL

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
SIE
Date: 10/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 10/2/2018
Operations Professional 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#: 29249Coral Gables, FL 33134

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