Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loay? Claim Your ProfileLoay Naser is an investment advisor representative with Diversify Advisory Services, LLC, with over 30 years of experience in the industry. Loay is a Series 6, 7, 24, 63 and SIE licensed professional. Loay has held several leadership positions in previous roles. Loay has experience in managing a wide range of clients, including individuals, corporations, and pension plans, and has helped clients achieve their financial goals. Diversify Advisory Services, LLC is an independent registered investment advisor based in Sandy, UT. The firm provides financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. The firm has a strong focus on providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/22/2023 - Present
Diversify Advisory Services, LLC (San Jose CA)
CA
02/01/2010 - 12/18/2015
FIRST ALLIED SECURITIES, INC. (SAN JOSE CA)
CA
05/14/1992 - 10/13/2009
METLIFE SECURITIES INC. (SAN JOSE CA)
CA
05/14/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN JOSE CA)
BC
Issued 06/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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