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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Lair is a financial advisor in Leawood, KS, with over 23 years of experience in the financial services industry. Diane is currently registered with Morgan Stanley. Prior to joining Morgan Stanley, Diane worked at MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Diane holds FINRA Series 7, 66, and SIE licenses. Diane Lair is a registered representative in 51 states and 2 districts. Diane is a licensed financial advisor and has held various positions with the firm throughout her career. Diane is dedicated to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
KS
06/14/2018 - Present
Morgan Stanley (Leawood KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
11/19/2002 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
NY
08/17/2000 - 11/22/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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