Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Marie Freeburg is a financial advisor currently registered with UBS Financial Services Inc., based in Farmington Hills, MI. Diana has been working in the industry since December 21, 1993. Previously, Diana has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Comerica Securities, and Fimco Securities Group, Inc. Diana has a wide range of experience and expertise in the financial services industry. Diana's specializations include providing financial advice to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
06/04/2013 - Present
UBS Financial Services Inc. (FARMINGTON HILLS MI)
MI
03/11/2005 - 06/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
12/22/1993 - 03/21/2005
COMERICA SECURITIES (DETROIT MI)
WI
02/17/1994 - 03/17/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BOTH
Issued 05/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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