Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Jenkins is a financial advisor with Robert W. Baird & Co. Inc., a firm that manages over $287 billion in assets. Diana has been in the financial services industry since 1981 and holds several licenses including Series 7, 63, 24, 53 and 65. Diana is also a Certified Financial Planner. Diana's current practice is focused on providing financial planning, portfolio management, and investment management services to individuals, businesses, and institutions. Diana has worked with clients in Texas, Florida, and Georgia, and her experience includes working with a variety of client types including high net worth individuals, pension plans, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
07/18/2024 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
02/26/2008 - 05/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
09/21/2004 - 02/15/2008
FIRST TENNESSEE BROKERAGE, INC. (DALLAS TX)
FL
05/03/2000 - 09/10/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
10/27/1992 - 11/07/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
TX
06/19/1990 - 04/23/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
08/15/1985 - 06/29/1990
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
05/22/1981 - 08/26/1985
FSC SECURITIES CORPORATION
NA
10/29/1979 - 11/19/1982
FINANCIAL STRATEGIES INVESTMENT CORPORATION
IA
Issued 09/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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