Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Jones Wimmer is a financial advisor at Ameriprise Financial Services, LLC. Diane has been in the financial industry since December 18, 1989. She works in the Winston-Salem, NC, office. Diane is registered to offer investment advice in 10 states. Her registration is active in North Carolina and Texas, and inactive in Minnesota. Diane has passed the Series 7, 63, and 65 exams. She is also a Series SIE exam holder. Diane specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Diane is committed to helping 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.
Asset allocation services
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
NC
03/18/2021 - Present
Ameriprise Financial Services, LLC (WINSTON-SALEM NC)
MN
12/19/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/22/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Diane Wimmer is the right advisor for you? Invested Better is here to help.
