Diana Curbelo

Registered Representative at American Portfolios

Diana Curbelo's Professional Contact Details

Email (Verified)
****@americanportfolios.com
HQ
(631) 439-4600
Location
New York, New York, US
Company
American Portfolios
Person Seniority
entry

Diana Curbelo's Current Company Details

American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and ...
American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its finanical professionals require to achieve financial freedom for their clients. The firm currently has more than 800 independent investment professionals located in over 360 branch locations throughout the nation. APFS has created a decidedly competitive presence in the industry as one of the top 50 independent broker/dealers in the country.* The firm offers a full range of: 1) non-proprietary investment products, 2) personal services such as insurance planning, retirement, estate and college planning, 3) full service securities brokerage through its clearing relationship with Pershing, LLC, a BNY Mellon firm and 4) fee based asset management services through parent company subsidiary, American Portfolios Advisors, Inc. (APA), an SEC registered investment advisor.
Founded Year
2001
Organization Website
americanportfolios.com
Organization Languages
English
Organization Revenue
3000
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Job Functions

Finance
Consulting
Education
Support
Media And Commmunication
Business Development
Operations
Administrative
Marketing
Information Technology
Human Resources
Product Management
Sales
retirement plan & investment consulting
erisa fiduciaries
403b
401k
finance
financial services

Diana Curbelo's Work History and Education

American Portfolios
Registered Representative
2009 - Present

Colleagues at American Portfolios

Corporate Communications Coordinator
Investment Advisor Representative
Certified Financial Planner
Investment Advisor Representative

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