Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego De la serna valencia is a registered representative with Bulltick Wealth Management, LLC. Diego has been in the industry since 2018 and specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and pooled investment vehicles. Diego is registered to provide investment advice in Florida and South Dakota.
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.
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.
Investment consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NA
12/22/2022 - Present
Bulltick Wealth Management, LLC (HERMONSILLO )
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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