Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loida? Claim Your ProfileLoida Gabriela Diaz is a financial advisor who holds Series 6, Series 63 and SIE licenses. Loida joined ADP Broker-Dealer, Inc. in 2022. Prior to that, Loida worked at ALLSTATE FINANCIAL SERVICES, LLC in Grand Terrace, CA, PFS INVESTMENTS INC in TEMECULA, CA, PRINCIPAL SECURITIES, INC. in Charlotte, NC and HORACE MANN INVESTORS, INC. in ALEXANDRIA, LA. Loida Gabriela Diaz is registered in 52 states and has been in the industry since 2017.
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.
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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2
NJ
09/27/2022 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
CA
07/20/2020 - 09/30/2022
ALLSTATE FINANCIAL SERVICES, LLC (Grand Terrace CA)
CA
04/09/2020 - 07/21/2020
PFS INVESTMENTS INC. (TEMECULA CA)
NC
03/01/2018 - 04/30/2018
PRINCIPAL SECURITIES, INC. (Charlotte NC)
LA
04/24/2017 - 03/09/2018
HORACE MANN INVESTORS, INC. (ALEXANDRIA LA)
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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