Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Lynn Taylor is a financial advisor with over 27 years of experience in the industry. Diane is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Wells Fargo Advisors Financial Network, LLC. Diane has held a number of positions in the financial industry, including a previous role with WELLS FARGO CLEARING SERVICES, LLC. Diane has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
09/01/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
06/15/2002 - 09/01/2022
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
02/07/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Diane Taylor is the right advisor for you? Invested Better is here to help.
