Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Diaz soltero is a registered representative with Morgan Stanley. Amanda has been in the industry since February 10, 2014. Amanda holds Series 7, 9, 10, 66 and SIE licenses. Amanda has registrations in 53 states and 2 territories and has been registered with the firm since September 2014. Prior to joining Morgan Stanley, Amanda was with CITI INTERNATIONAL FINANCIAL SERVICES LLC. Amanda has been registered with FINRA since July 29, 2015 and is also registered as an investment advisor representative in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (Miami FL)
PR
01/24/2014 - 09/19/2014
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amanda Diaz soltero is the right advisor for you? Invested Better is here to help.
