Unclaimed
Diana Maria Sheets is a financial professional with over 20 years of experience in the industry. She has been with Cetera Investment Services LLC since January 31, 2013. Previously, Diana worked at Morgan Keegan & Company, Inc. and AmSouth Investment Services, Inc. She holds the Series 7 and SIE licenses.
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.
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.
1
2
AL
01/31/2013 - Present
Cetera Investment Services LLC (HOOVER AL)
AL
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
08/31/1999 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Diana Sheets is the right advisor for you? Invested Better is here to help.