Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Velez is a financial advisor registered with Truist Advisory Services, Inc. Velez has been in the industry since 2013. Velez's registration includes the Series 66 and SIE exams. Velez is a Chartered Financial Analyst. Velez is located in Washington, DC and works with individual clients. Velez provides financial planning services, as well as portfolio management for individuals and businesses.
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.
Wrap fee product and financial profiling services using desktop software
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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DC
09/13/2021 - Present
Truist Advisory Services, Inc. (WASHINGTON DC)
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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