Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Wanderley is an Investment Advisor Representative with Hightower Advisors, LLC. Diego has been in the financial services industry since November 5, 2020. Diego is registered to offer investment advice in Michigan. Diego is also licensed to conduct securities transactions in Michigan. Diego has held prior roles with Morgan Stanley and Fifth Third Securities, Inc.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
11/02/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
FL
08/06/2021 - 07/10/2023
MORGAN STANLEY (Marco Island FL)
FL
07/17/2020 - 08/12/2021
FIFTH THIRD SECURITIES, INC. (MARCO ISLAND FL)
IA
Issued 09/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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