Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Apostolova is an active investment advisor representative at Rochester Investments. Diana Apostolova is registered with the state of New York and Texas. Diana Apostolova has passed the Series 66, Series 7, and SIE exams. Diana Apostolova has experience working at Cadaret, Grant & Co., Inc. and AXA Advisors, LLC. Diana Apostolova provides financial planning and portfolio management for individuals. Diana Apostolova has a total of 301 client accounts with $45,662,020 in assets under management.
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.
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.
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NY
05/18/2020 - Present
Rochester Investments (ROCHESTER NY)
NY
04/27/2018 - 02/06/2020
CADARET, GRANT & CO., INC. (Pittsford NY)
NY
12/02/2013 - 05/03/2018
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 02/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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