Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Matelsky-lieberman is a financial advisor with over 36 years of experience. Diane is registered to provide investment advisory services in Massachusetts and New York, and she also holds Series 6, Series 63, and SIE licenses. Diane currently works with Osaic Wealth, Inc., and has previously worked with Securities America, Inc., Securities Service Network, LLC, Franklin Financial Services Corporation, Jaron Equities Corp., and First Investors Corporation. Diane specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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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NY
06/14/2024 - Present
Osaic Wealth, Inc. (POUGHKEEPSIE NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (POUGHKEEPSIE NY)
NY
06/12/1997 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (MAHOPAC NY)
TX
04/14/1997 - 06/17/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
07/27/1994 - 04/09/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
NJ
01/14/1988 - 07/25/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 01/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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