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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Elizabeth Hallas is a financial advisor with United Capital Financial Advisors, where she has been working since October 2015. She previously worked at Girard Securities, Inc., Cetera Advisor Networks LLC, Goldman Sachs & Co. LLC, Mercer Allied Company, LP, and Royal Alliance Associates, Inc. Diana is registered to provide investment advice in multiple states, including Ohio, Pennsylvania, and Texas. She holds Series 7, Series 66, and SIE licenses. Diana specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/16/2021 - Present
United Capital Financial Advisors (CARNEGIE PA)
PA
09/08/2022 - 11/16/2023
MERCER ALLIED COMPANY, L.P. (CARNEGIE PA)
PA
09/03/2020 - 11/16/2023
GOLDMAN SACHS & CO. LLC (CARNEGIE PA)
PA
11/01/2017 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (Carnegie PA)
PA
10/30/2015 - 11/01/2017
GIRARD SECURITIES, INC. (Carnegie PA)
PA
07/30/2014 - 11/04/2015
ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)
BOTH
Issued 11/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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