Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Anfuso is a financial advisor with over 10 years of experience in the industry. Diane is currently registered with LPL Financial LLC in Florida. Previously, Diane worked for Waddell & Reed, Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Diane has a wide range of experience and expertise in various financial areas, including financial planning, portfolio management for businesses and individuals, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
07/21/2021 - Present
LPL Financial LLC (TRINITY FL)
FL
10/16/2017 - 07/21/2021
WADDELL & REED (TRINITY FL)
FL
05/13/2016 - 11/05/2016
SIGNATOR INVESTORS, INC. (PORT RICHEY FL)
FL
05/29/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PORT RICHEY FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2009
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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