Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Colahan is a financial advisor with over 15 years of experience in the financial services industry. Diana is registered with LPL Financial LLC and Private Advisor Group, LLC. Diana has a strong track record of providing financial advice to individuals and families. She is committed to helping her clients achieve their financial goals. Diana holds Series 7, 63, and 65 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Diana is currently located at 2851 SOUTH PIKE AVENUE, SUITE D, ALLENTOWN, PA 18103.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/30/2008 - Present
LPL Financial LLC (ALLENTOWN PA)
NJ
01/13/2006 - 10/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MANASQUAN NJ)
PA
08/20/2004 - 02/07/2006
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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