Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xiomara? Claim Your ProfileXiomara Elizabeth Diaz is a registered representative with Navy Federal Investment Services, LLC, in Stafford, VA. Xiomara has been in the securities industry since May 12, 2017 and holds Series 6, Series 63, and Series 65 licenses. Prior to joining Navy Federal Investment Services, LLC, Xiomara was employed by Wells Fargo Clearing Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
10/02/2024 - Present
Navy Federal Investment Services, LLC (Stafford VA)
VA
06/06/2016 - 03/18/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBRIDGE VA)
IA
Issued 04/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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