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Irena D
Series 66
Garner, NC
Navy Federal Investment Services, LLC
Irena Davydova Forquer is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach involves selecting and monitoring third-party portfolio managers through managed advisory programs, supported by an investment committee that conducts regular due diligence and reviews.
Diane S
Series 66
Garner, NC
Navy Federal Investment Services, LLC
Diane Staples is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Wells Fargo Clearing and Proximity Financial Partners. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.
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