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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Lynn Reeves Nash is a financial advisor registered with Cuso Financial Services, LP in Anaheim, California. Diana has been working in the financial industry since October 2006. Diana holds several licenses including Series 6, 7, 24, 63, 66 and SIE. In addition to her current affiliation with Cuso Financial Services, LP, Diana has previous experience with Wescom Financial Services, Zecco Trading, Inc., Glendale Securities, Inc., Stocks 4 Less, Inc., National Clearing Corp. and J.B. Oxford & Company. Diana works with a wide variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Diana specializes in providing financial planning, portfolio management, and selection of other advisors.
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
CA
01/13/2023 - Present
Cuso Financial Services, LP (Anaheim CA)
CA
01/14/2014 - 02/07/2023
WESCOM FINANCIAL SERVICES (Anaheim CA)
CA
12/18/2007 - 10/31/2012
ZECCO TRADING, INC. (GLENDALE CA)
CA
01/10/2007 - 12/05/2007
GLENDALE SECURITIES, INC. (SHERMAN OAKS CA)
CA
02/09/2004 - 11/01/2004
STOCKS 4 LESS, INC. (SHERMAN OAKS CA)
CA
02/09/2004 - 02/10/2004
NATIONAL CLEARING CORP. (SHERMAN OAKS CA)
CA
10/27/1997 - 04/09/1998
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
TX
07/30/1996 - 10/28/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 10/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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