Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Weinstein is a financial professional with over 14 years of experience in the securities industry. Diana is currently registered with GT Securities, Inc. and has been with the firm since August 2020. Diana holds several professional licenses including Series 7, Series 3, Series 63, and Series 79. Diana has also held previous positions at Fusion Analytics Securities LLC and Pursuit Partners LLC. Diana is registered in California 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.
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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2
CA
08/25/2020 - Present
GT Securities, Inc. (LOS ANGELES CA)
NY
05/12/2017 - 09/25/2018
FUSION ANALYTICS SECURITIES LLC (New York NY)
CT
08/02/2007 - 04/01/2009
PURSUIT PARTNERS LLC (STAMFORD CT)
NY
10/04/2005 - 07/23/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 05/19/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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