Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Honoski is an active investment advisor representative and a registered representative, with experience in the financial services industry since 2002. Diane has held various positions at Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, and now at Fidelity Personal And Workplace Advisors. Diane holds a Series 63, Series 65, Series 7, Series 9, and Series 10 license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
08/01/2018 - 04/23/2021
CHARLES SCHWAB & CO., INC. (New York City NY)
NY
06/07/2013 - 07/17/2018
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
08/12/2008 - 05/28/2013
CHARLES SCHWAB & CO., INC. (FOREST HILLS NY)
NY
10/18/2001 - 07/22/2008
FIDELITY BROKERAGE SERVICES LLC (GARDEN CITY NY)
IA
Issued 09/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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