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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Graca is a financial advisor at Osaic Wealth, Inc. with over 25 years of experience in the financial services industry. Diane holds Series 6, 7, 63 and 65 securities licenses as well as the SIE. She is also a Certified Financial Planner. Diane has been registered with the state of Massachusetts since 1996. Diane has experience providing financial planning services to individuals and businesses. She has a strong background in investment management and insurance. Diane's clients include high-net-worth individuals, families, and businesses. Diane's focus is on helping her 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.
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
MA
11/02/2018 - Present
Osaic Wealth, Inc. (ATTLEBORO MA)
MA
09/24/1996 - 11/02/2018
SIGNATOR INVESTORS, INC. (ATTLEBORO MA)
MA
09/24/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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