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 a financial advisor at Cetera Investment Advisers LLC, a firm with over 100,000 clients and 6,000 employees. Diana has been in the financial services industry since 1995 and has experience working with individuals, families, businesses, and charitable organizations. Diana is a Certified Financial Planner and holds Series 7, Series 63, and SIE licenses. She is registered to provide investment advice in 11 states, including Florida, California, Colorado, and New York.
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
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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