Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Plucienkowski is an investment advisor representative with Cetera Investment Advisers LLC and has been in the financial industry since November 1995. Diana Plucienkowski is registered in 11 states including California, Colorado, Florida, Minnesota, Missouri, New York, North Carolina, Ohio, South Carolina, and Vermont. Diana Plucienkowski has passed the Series 63, SIE and Series 7 exams and holds the Certified Financial Planner designation. In addition to her work at Cetera Investment Advisers LLC, Diana Plucienkowski also serves as President of Dane Financial Group, which provides financial planning and investment advice.
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.
1
2
FL
05/15/2023 - Present
Cetera Investment Advisers LLC (Plantation FL)
FL
06/18/2010 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT LAUDERDALE FL)
FL
11/16/1995 - 06/28/2010
ROYAL ALLIANCE ASSOCIATES, INC. (FT. LAUDERDALE FL)
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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