Patricia Carolina Diaz

Overview

Patricia Carolina Diaz is an insurance agent, a registered representative and an investment adviser representative based in FL, with 9 years in the industry.

Years in the industry

9

States licensed

4

States registered

2

Carrier appointments

27

Contact

2 business emails and 5 phone numbers on file

Registrations and licenses

• Licensed in 4 states
• Registered in 2 states

• Producer
• Series 66
• Series 7TO
• SIE

4 lines of authority, with every state and its dates

Firms

• Savile Capital Markets LLCCurrent firm
• Consultiva Wealth Management, Corp.Current firm

Employment history since 2017

Carriers

27 active carrier appointments

Book and practice

Firm assets under management on file