Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Reyes is a financial advisor at Edward Jones, a firm with over 100 years of experience in the financial services industry. Diana is a registered representative with both FINRA and the SEC, and she is licensed to offer investment advice in multiple states. She has been in the financial services industry for over 30 years and has a track record of helping her clients achieve their financial goals. Diana is committed to providing personalized financial advice and services to her clients, and she is dedicated to helping them build a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/16/2019 - Present
Edward Jones (VALENCIA CA)
NY
02/05/2003 - 10/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
01/29/1990 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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