Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diahanna? Claim Your ProfileDiahanna Vallentine is a financial advisor with over 20 years of experience in the financial services industry. Diahanna is currently registered with LPL Financial LLC and has previously been registered with several other firms including Waddell & Reed, Fifth Third Securities, PNC Investments, NatCity Investments, and L.M. Kohn & Company. Diahanna holds Series 7, 63 and 66 securities licenses. Diahanna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KY
02/06/2019 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
02/27/2013 - 10/01/2015
WADDELL & REED (LOUISVILLE KY)
KY
05/26/2010 - 04/19/2012
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
11/13/2009 - 05/27/2010
PNC INVESTMENTS (LOUISVILLE KY)
KY
10/08/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
KY
07/31/2003 - 12/31/2006
L.M. KOHN & COMPANY (CRESTWOOD KY)
NY
10/17/2001 - 07/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
MN
12/22/2000 - 10/08/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/2000 - 10/08/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/28/1999 - 05/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/28/1999 - 05/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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