Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zaida? Claim Your ProfileZaida Montalvo diaz is a financial advisor who has been in the industry since 2005. Zaida is currently registered with Popular Securities, LLC. Zaida has a Series 7 and Series 66 licenses. Zaida is also registered with the states of Arizona, California, Connecticut, Florida, Georgia, Illinois, Maine, Maryland, New Jersey, New York, Ohio, Puerto Rico, Texas, and Virginia. Zaida has previously worked for Popular Securities, Inc. and Marketing One Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
09/02/2021 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
05/21/1997 - 04/19/2002
POPULAR SECURITIES, INC. (SAN JUAN PR)
OR
02/07/1996 - 05/21/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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