Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Lane is a financial advisor with over 20 years of experience in the industry. Diane is currently registered with Osaic Wealth, Inc. and is located in Shreveport, Louisiana. Diane's previous experience includes working for SagePoint Financial, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. Diane holds Series 7, Series 63, Series 66, and SIE licenses. Diane's specialties include providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
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2
LA
09/01/2023 - Present
Osaic Wealth, Inc. (SHREVEPORT LA)
LA
05/13/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SHREVEPORT LA)
LA
07/06/2005 - 07/07/2006
CHASE INVESTMENT SERVICES CORP. (BOSSIER CITY LA)
IL
08/07/2000 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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