Unclaimed
Diana Angus is a financial professional with over 30 years of experience in the industry. Diana is currently registered with MML Investors Services, LLC, and has a branch office located in North Fort Myers, FL. Her previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Diana is licensed in Florida and holds the Series 6, SIE, and Series 65 licenses. Diana specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions.
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 programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (NORTH FORT MYERS FL)
FL
06/10/1986 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FT. MYERS FL)
NY
06/10/1986 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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