Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Landry Matherne is a financial advisor with Ameriprise Financial Services, LLC. Diana has been in the financial industry since 1997, working with a variety of clients including high-net-worth individuals, corporations and businesses, pension and profit sharing plans, and charitable organizations. Diana currently holds licenses to provide services in Alabama, Arizona, California, District of Columbia, Florida, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Mississippi, North Carolina, Texas, and West Virginia. Diana also previously worked with companies such as Securian Financial Services, Inc., BANC ONE SECURITIES CORPORATION, and Marquis Investments, L.L.C. Diana has earned the Series 7 and Series 66 securities licenses.
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
LA
02/17/2016 - Present
Ameriprise Financial Services, LLC (NEW ORLEANS LA)
LA
08/20/2002 - 02/15/2016
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
IL
08/03/1998 - 08/13/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/02/1997 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
LA
08/30/1995 - 01/12/1996
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
BOTH
Issued 07/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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