Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carina? Claim Your ProfileCarina Elizabeth Diaz is a registered representative with Frost Investment Services. Carina is also an investment advisor representative. Carina is registered with the state of Texas. Carina has been in the securities industry since November 7, 2019. Carina has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Carina specializes in investment advisory services, financial planning, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
01/26/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
BOTH
Issued 02/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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