Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vayle? Claim Your ProfileVayle Floria is a financial professional with over 20 years of experience in the industry. Vayle is registered with NWF Advisory Services Inc. and has been with the firm since 2018. Previously, Vayle worked with NATIONAL PLANNING CORPORATION and ROYAL ALLIANCE ASSOCIATES, INC.. Vayle provides financial planning, educational seminars, and portfolio management services for individuals and businesses. Vayle is committed to 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.
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
03/22/2018 - Present
NWF Advisory Services Inc. (Orange CA)
CA
04/30/2009 - 11/02/2017
NATIONAL PLANNING CORPORATION (ORANGE CA)
CA
06/05/2001 - 05/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (ORANGE CA)
IA
Issued 03/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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