Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Pastrana is a financial advisor with Stratos Wealth Partners, Ltd., based in Redwood City, CA. Diana has been in the financial services industry since 2020. She holds both Series 66 and Series 63 licenses and is registered as an Investment Advisor Representative in the state of California. Prior to joining Stratos Wealth Partners, Diana worked as an Investment Advisor Representative at OSAIC WEALTH, INC. and Equitable Advisors, LLC. Diana also has experience in the healthcare industry. Diana works with a variety of clients, including individuals, families, corporations, and charitable organizations. She offers a comprehensive range of financial planning and investment management services, including portfolio management, retirement planning, and estate planning.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
02/13/2024 - Present
Stratos Wealth Partners, Ltd. (Redwood City CA)
CA
04/05/2021 - 02/15/2024
OSAIC WEALTH, INC. (REDWOOD CITY CA)
CA
08/31/2020 - 03/31/2021
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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