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Enrique Manuel Che

Diversify Advisory Services, LLC

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About Enrique Manuel Che

Enrique Manuel Che is a registered investment advisor representative with Diversify Advisory Services, LLC. Enrique has been in the industry since January 28, 2022 and has a total of 10 years of experience in the financial services industry. Enrique has passed the Series 7TO, SIE, and Series 66 exams. Prior to joining Diversify Advisory Services, LLC, Enrique was a registered investment advisor representative with OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. Enrique specializes in portfolio management for individuals and businesses. Enrique is also a registered investment advisor representative in Arizona, California, Hawaii, Montana, Nevada, Tennessee, Texas, and Washington. Enrique also works with clients on investment advice.

Firm Information

Enrique Che is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Enrique Che’s Registration & Firm History

HI

11/17/2023 - Present

Diversify Advisory Services, LLC (Honolulu HI)

HI

09/01/2023 - 11/21/2023

OSAIC WEALTH, INC. (HONOLULU HI)

HI

01/29/2022 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 04/14/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Enrique Manuel Che.
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