Xiomara Elizabeth Diaz

Employer firm

Navy Federal Investment Services, LLC CRD 138459

$2.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Wells Fargo Advisors Llc
  Manassas, VA
• 09/2014 → 03/2022
  Wells Fargo Bank, Na
  Dale City, VA
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Manassas, VA
• 02/2023 → 09/2024
  Wells Fargo Clearing Services, Llc
  Dale City, VA
• 06/2018 → Present
  B&E Mechanical Llc
  Stafford, VA
• 09/2024 → Present
  Navy Federal Financial Group, Llc
  Stafford, VA
• 09/2024 → Present
  Navy Federal Investment Services, Llc
  Stafford, VA

Previous Registrations

• 2023-04-14 → 2024-09-27
  Wells Fargo Clearing Services, Llc
  Dale City, VA
  Mclean, VA

Other Businesses

B&E MECHANICAL LLC, NOT INV RELATED, WOODBRIDGE, VA, 100% OWNERSHIP, START 6/29/2018, 8 HOURS PER MONTH, ZERO DURING TRADING, HVAC AND DUCT SYSTEMS SERVICES, OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-14
• S63 Uniform Securities Agent State Law Examination
  2016-08-18

Other Names

• Xiomara E Matute
• Xiomara Matute Aguilera
• Xiomara Elizabeth Matute Aguilera
• Xiomara E Diaz