Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Conejo is a financial advisor registered with Transamerica Financial Advisors, Inc. Diego has over 11 years of experience in the financial services industry. Diego specializes in portfolio management for individuals and selection of other advisors. Diego has a background in working with insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. In addition, Diego has experience working with clients in different business ventures, including a handmade candle business, used book sales, bookkeeping services, and health insurance.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/08/2020 - Present
Transamerica Financial Advisors, Inc. (Pasadena CA)
CA
04/06/2017 - 05/14/2019
PFS INVESTMENTS INC. (LOS ANGELES CA)
CA
05/04/2015 - 03/15/2016
WELLS FARGO ADVISORS, LLC (MARINA DEL REY CA)
CA
02/03/2015 - 04/20/2015
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
04/04/2014 - 01/02/2015
WELLS FARGO ADVISORS, LLC (MARINA DEL REY CA)
CA
10/04/2010 - 11/29/2010
WELLS FARGO INVESTMENTS, LLC (SAN MARINO CA)
CA
04/23/2010 - 07/29/2010
WELLS FARGO ADVISORS, LLC (PACIFIC PALISADES CA)
CA
07/14/2008 - 04/26/2010
WELLS FARGO INVESTMENTS, LLC (PACIFIC PALISADES CA)
CA
08/28/2006 - 10/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CITY OF COMMERCE CA)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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