Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Bonner is a financial advisor with over 19 years of experience in the industry. Diane is a Registered Representative and Investment Advisor Representative. Diane works with Cambridge Investment Research Advisors, Inc. Diane is a CERTIFIED FINANCIAL PLANNER™ professional and offers financial planning services and portfolio management for individuals and businesses. Diane also offers educational seminars and market timing services. Diane previously worked for WELLS FARGO ADVISORS, LLC and SUNTRUST INVESTMENT SERVICES, INC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
08/17/2023 - Present
Cambridge Investment Research Advisors, Inc. (CHAPEL HILL NC)
NC
06/10/2013 - 06/03/2015
WELLS FARGO ADVISORS, LLC (CHAPEL HILL NC)
NC
09/20/2005 - 05/10/2013
SUNTRUST INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NC
05/16/1997 - 11/13/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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