Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Daniels Halloway is a financial professional with over 30 years of experience in the financial industry. Diane is registered with Avantax Advisory Services in Houston, Texas. Diane provides financial planning and investment advice to individuals, families, and small businesses. Diane has a diverse background and experience with a career history in accounting, tax preparation, and real estate. Diane can help you with a variety of financial needs, including retirement planning, college savings, estate planning, and tax planning.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/20/1994 - Present
Avantax Advisory Services (HOUSTON TX)
BC
Issued 12/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/1988
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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