Zoraida Caridad Diaz
Investment Adviser Representative at INSIGNEO ADVISORY SERVICES, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zoraida Caridad Diaz has worked in the securities industry since 1993. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in California, Florida, and Massachusetts.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Firm-stated minimum; may be waived at the firm's discretion.
Insigneo Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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