Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Diaz Perez is a financial advisor at Osaic Wealth, Inc. Javier has been in the financial services industry since 1984. Javier provides financial planning, pension consulting and educational seminars to individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Javier also provides portfolio management services for individuals and businesses. Javier is registered with the state of California as an Investment Advisor Representative (IAR). Javier is also a registered representative (RR) with FINRA. Javier is a Chartered Financial Consultant (ChFC).
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/23/2024 - Present
Osaic Wealth, Inc. (PLEASANTON CA)
CA
11/20/2017 - 07/08/2024
MML INVESTORS SERVICES, LLC (SAN JOSE CA)
CA
01/28/2010 - 11/07/2017
AMERITAS INVESTMENT CORP. (San Jose CA)
CA
05/31/2002 - 12/21/2009
SUNSET FINANCIAL SERVICES, INC. (LIVERMORE CA)
NY
05/26/1995 - 05/28/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/26/1984 - 05/04/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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