Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Youa Heu is an experienced financial advisor with over 13 years of experience in the industry. Diana holds Series 7, 24, 52TO, and 66 licenses and has a proven track record of success in providing financial advice to a wide range of clients. Diana is currently a registered representative with THE Ameriflex Group, a firm that specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Diana is also a Chief Compliance Officer of THE Ameriflex Group's Registered Investment Advisor. Diana has been with the firm since 2019 and is a valuable member of the team. Prior to joining THE Ameriflex Group, Diana worked as a financial advisor at SAGEPOINT FINANCIAL, INC., where she gained valuable experience in providing investment advice to clients. Diana's previous experience at Securities America, Inc. further deepened her knowledge of the financial services industry. Diana is committed to providing her clients with personalized financial advice and guidance that meets their unique needs. She is dedicated to helping her clients achieve their financial goals and build a secure financial future.
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.
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
01/29/2020 - Present
THE Ameriflex Group (Las Vegas NV)
NV
01/18/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
CA
11/06/2009 - 01/18/2012
SECURITIES AMERICA, INC. (SANTA BARBARA CA)
BOTH
Issued 06/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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