Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Keefer is a financial advisor with over 10 years of experience in the financial services industry. Diana is currently registered with LPL Financial LLC and has previously worked with J.P. Morgan Securities LLC, Chase Investment Services Corp., PNC Investments, NatCity Investments, Inc. and BANC ONE SECURITIES CORPORATION. Diana holds Series 6, 7, 63 and 66 licenses, and has a strong background in investment products and services. Diana's primary focus is providing financial planning and investment management services to individuals, families, and businesses.
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.
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2
OH
12/06/2016 - Present
LPL Financial LLC (AKRON OH)
OH
03/04/2013 - 01/12/2015
LPL FINANCIAL LLC (AKRON OH)
OH
10/01/2012 - 03/05/2013
J.P. MORGAN SECURITIES LLC (HARTVILLE OH)
OH
02/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HARTVILLE OH)
OH
11/13/2009 - 02/11/2010
PNC INVESTMENTS (MINERVA OH)
OH
09/04/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CANTON OH)
OH
07/06/2005 - 09/02/2008
CHASE INVESTMENT SERVICES CORP. (BARBERTON OH)
IL
11/05/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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