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Diana Lynn Serfass

Latitude Advisors, LLC

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About Diana Lynn Serfass

Diana Lynn Serfass has been in the financial services industry since 1999. Diana is currently a Registered Representative with Latitude Advisors, LLC and has been with them since 2010. Prior to that, Diana was with Medallions Investment Services, Inc. for over a decade. Diana is licensed in several states, including California, Colorado, Illinois, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and Texas. Diana has a strong track record of providing financial guidance to her clients. Diana offers advisory services, including financial planning, pension consulting, and portfolio management. Diana's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans. Diana is also a Certified Public Accountant.

Firm Information

Diana Serfass is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Diana Serfass’s Registration & Firm History

FL

01/05/2010 - Present

Latitude Advisors, LLC (VERO BEACH FL)

PA

11/19/1999 - 11/06/2009

MEDALLION INVESTMENT SERVICES, INC. (BETHLEHEM PA)

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Licenses & Designations

BC

Issued 10/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diana Lynn Serfass.
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