Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Taksir is an investment advisor representative with Ameriprise Financial Services, LLC. Diana has been in the industry since November 19, 2003 and has a Series 6, 7TO, 63 and 65 licenses. Diana's previous employers include Citizens Securities, Inc., Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Diana has a total of 1 approved SRO registration, 1 approved FINRA registration, 1 approved state registration, and 1 approved IA state registration. Diana's current registrations are in Massachusetts and New Jersey. Diana also provides services as a public notary.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/20/2023 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
11/06/2009 - 01/24/2023
CITIZENS SECURITIES, INC. (BROOKLINE MA)
MA
10/20/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRIDGEWATER MA)
NY
05/12/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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