Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana L. Stanley is a registered investment advisor representative with Ameritas Advisory Services, LLC. Diana has been in the financial industry for over 20 years, and holds Series 6, 7, 24, 26, 51, 53, 63, and 66 licenses. Diana has previously worked for The Advisors Group, Inc. in Bethesda, MD. Diana L. Stanley is registered in Alabama, Alaska, Arkansas, California, Colorado, Georgia, Iowa, Massachusetts, Nebraska, Nevada, New Mexico, Ohio, Rhode Island, South Dakota, Texas, and Utah.
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.
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.
Solicitor fees
1
2
NE
11/01/2021 - Present
Ameritas Advisory Services, LLC (Hickman NE)
MD
09/24/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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