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Detailed Report
JANEL VIDAL PEREZ
JANEL BARUH, JANEL VIDAL PEREZ, JANEL VIDAL
CRD#: 3235088
IA
Investment Adviser
B
Broker
INSIGNEO ADVISORY SERVICES, LLCCRD#: 282589 3011 PONDE DE LEON
Suite 1410
CORAL GABLES, FL 33134
INSIGNEO SECURITIES, LLCCRD#: 29249 3011 Ponce De Leon, Suite 1410
Coral Gables, FL 33134
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2021 - Present (3 years)BWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2000 - 2021 (20 years)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)2000 - 2000 (<1 year)IAWELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)2003 - 2021 (18 years)
License(s)

State Registrations

B
California 4/19/2021
B
Florida 4/19/2021
IA
California 4/20/2021
IA
Florida 6/7/2021
B
Delaware 8/17/2023
B
North Carolina 4/19/2021
IA
Delaware 8/22/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INSIGNEO ADVISORY SERVICES, LLC (CRD#:282589)
3011 PONDE DE LEON Suite 1410, CORAL GABLES, FL 33134
Registered with this firm since 4/19/2021
B
INSIGNEO SECURITIES, LLC (CRD#:29249)
3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134
Registered with this firm since 4/19/2021
Previous Registration(s)
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IA
 02/18/2003 - 04/21/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) MIAMI, FL
B
 10/01/2000 - 04/21/2021 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) MIAMI, FL
B
 03/24/2000 - 10/01/2000 FIRST UNION BROKERAGE SERVICES, INC. (CRD#:8112) CHARLOTTE, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.