Unclaimed
Diane Gould is a registered representative with Eagle Strategies LLC. Diane has been in the securities industry since November 2, 1982. Diane holds the Series 63, 6TO, 22TO, SIE, 7 and 1 licenses. Diane is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Maryland. Diane also has several state registrations. Diane is a member of the Financial Advisory Board for the city of Rockville, Maryland. Diane is a financial advisor and specializes in investment products and services for individuals, businesses, charitable organizations, and high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/30/2012 - Present
Eagle Strategies LLC (BETHESDA MD)
BC
Issued 12/6/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/5/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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