Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Lynne Bobka is a registered representative of Western Wealth Management LLC. Diana is active in the industry since 1992. She is also a registered investment advisor with Western Wealth Management, LLC. Diana is licensed in Arizona, Colorado, Idaho, Montana, New Mexico and Texas. She provides investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. Diana Bobka offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
CO
08/10/2016 - Present
Western Wealth Management LLC (GOLDEN CO)
CO
05/12/2008 - 07/29/2016
EDWARD JONES (ARVADA CO)
CO
04/15/2004 - 04/07/2008
WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)
CO
09/25/2001 - 12/01/2004
ISAAK BOND INVESTMENTS, INC. (LAKEWOOD CO)
MN
03/18/1996 - 06/02/1999
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
09/19/1989 - 04/03/1996
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
BOTH
Issued 06/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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