Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Awilda? Claim Your ProfileAwilda Diaz is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. Awilda is currently registered with Osaic Wealth, Inc., and is a member of the Financial Dimensions Group. Awilda holds several industry licenses and designations, including the Series 4, 7, 24, 53, and 66. Awilda is committed to providing her clients with personalized financial advice and investment solutions tailored to their individual needs. Awilda specializes in financial planning, portfolio management, and pension consulting. Awilda is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
12/15/2009 - Present
Osaic Wealth, Inc. (ARDEN HILLS MN)
IL
09/18/1996 - 05/31/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
07/12/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
BOTH
Issued 12/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2010
Series 4 - Registered Options Principal Examination
BC
Issued 11/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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