Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Alexander is a financial advisor with Wealth Advisors Network, Inc. Diane has been in the financial industry since September 26, 2002, and has experience working with clients in the Colorado area. Diane holds the Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Diane has experience providing financial planning and portfolio management services for individuals, businesses, pension and profit sharing plans, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from third party money manager
1
2
CO
01/25/2007 - Present
Wealth Advisors Network, Inc. (GREELEY CO)
CO
09/27/2002 - 06/17/2013
1ST GLOBAL CAPITAL CORP. (GREELEY CO)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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