Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Canalda is a financial advisor with Stifel, Nicolaus & Company, Inc. in Miami, FL. Diego has been in the financial industry since 1998.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/24/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
09/06/2016 - 07/19/2023
RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)
FL
02/04/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
09/22/2008 - 02/18/2014
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
04/01/1999 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
NY
12/02/1998 - 04/08/1999
STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 04/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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