Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Berenice? Claim Your ProfileBerenice Diaz is a financial professional with over 16 years of experience in the financial services industry. Berenice is a registered representative with Cetera Investment Advisers LLC. Berenice is also a licensed insurance agent selling life, health, disability, fixed annuities, and long-term care insurance. Berenice has a Series 7 and Series 66 license. Berenice specializes in fixed insurance with various companies, financial services with Trulow Wealth Management, GoldenShield Financial LLC, and One Tree Wealth Management. Berenice Diaz is committed to providing her clients with personalized financial advice and guidance to help them 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.
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2
NV
03/21/2024 - Present
Cetera Investment Advisers LLC (LAS VEGAS NV)
NV
09/12/2016 - 08/19/2022
BANKERS LIFE SECURITIES, INC. (Las Vegas NV)
BOTH
Issued 11/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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