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 Morris is a financial advisor with Equitable Advisors, LLC. Diana has been in the financial services industry since 2002 and has a strong background in providing financial planning, portfolio management, and investment advice to a wide range of clients. Diana is committed to helping individuals, families, and businesses achieve their financial goals. She is a licensed representative in several states, including Indiana, California, Kentucky, Oklahoma, and Florida.
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
IN
10/11/2023 - Present
Equitable Advisors, LLC (CARMEL IN)
IN
07/13/2011 - 07/20/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBURG IN)
IN
08/25/2006 - 08/07/2007
CHASE INVESTMENT SERVICES CORP. (WEST LAFAYETTE IN)
IN
04/05/2006 - 08/01/2006
FARMERS FINANCIAL SOLUTIONS, LLC (LAFAYETTE IN)
MO
04/16/2003 - 05/07/2004
EDWARD JONES (ST. LOUIS MO)
IL
08/28/2002 - 01/13/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
WI
03/08/2002 - 06/04/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IL
06/02/1999 - 09/05/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 03/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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