Unclaimed
Diane Carolyn Olszak is a financial professional with over 20 years of experience in the industry. Diane currently holds the Series 6 and SIE licenses and is registered with Northwestern Mutual Investment Services, LLC. She has a strong background in the financial industry, having previously worked at PFS Investments Inc. and MBSC Securities Corporation. Diane's primary focus is providing investment advice and referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
11/21/2013 - Present
Northwestern Mutual Investment Services, LLC (AKRON OH)
OH
10/27/2009 - 12/31/2011
PFS INVESTMENTS INC. (WADSWORTH OH)
NY
08/08/1995 - 01/03/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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