Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Alejandro Velasquez is a financial advisor with over 20 years of experience in the industry. Diego is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Diego specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and institutions. Diego has a strong track record of success and is committed to helping his 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.
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
FL
08/04/2023 - Present
Kestra Advisory Services, LLC (Coral Springs FL)
FL
02/17/2012 - 08/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (CORAL SPRINGS FL)
FL
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
07/08/2004 - 12/22/2008
WACHOVIA SECURITIES, LLC (CORAL SPRINGS FL)
NY
02/06/2002 - 07/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/01/2001 - 11/07/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/16/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 04/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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