Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Bolding is a financial advisor with over 15 years of experience in the industry. She is currently registered as a Registered Representative with Dimensional Fund Advisors LP in the state of Texas. Diana holds a Series 66, SIE, and Series 7 licenses. Diana and Dimensional Fund Advisors LP manage a wide range of assets for individuals, businesses, and investment companies. Diana is committed to providing her clients with personalized financial advice and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/09/2016 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 05/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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