Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Wojcik is a financial advisor with over 7 years of experience in the financial services industry. Diana is currently registered with Osaic Wealth, Inc. and is licensed to offer financial services in both Oregon and Washington. Diana holds the Series 7, Series 66 and SIE securities licenses. Her experience encompasses a wide range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Diana has a proven track record of success in helping clients achieve their financial goals.
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.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (VANCOUVER WA)
WA
05/02/2024 - 06/14/2024
SECURITIES AMERICA, INC. (VANCOUVER WA)
OR
08/16/2017 - 04/12/2019
J.P. MORGAN SECURITIES LLC (HILLSBORO OR)
OR
12/07/2015 - 08/03/2017
WADDELL & REED (PORTLAND OR)
BOTH
Issued 01/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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