Xiomara Elizabeth Diaz
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Navy Federal Investment Services, LLCSep 2024 to now
- Navy Federal Financial Group, LLCSep 2024 to now
- B&e Mechanical LLCJun 2018 to now
- Wells Fargo Clearing Services, LLCFeb 2023 to Sep 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2022
- Wells Fargo Advisors LLCApr 2016 to Nov 2016
- Wells Fargo Bank, NASep 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6641792
- Firm CRD
- 138459