Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Linn is an investment advisor representative with RWA Wealth Partners. Diana has been in the industry since 2016 and has a Series 65 license. Diana is a Certified Financial Planner, and specializes in providing financial planning, portfolio management, and estate planning services. Diana is also a model provider and has experience working with charitable organizations, pension and profit-sharing plans, corporations, and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
Model provider fee
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MA
08/30/2018 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 08/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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