Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Greer is an investment advisor representative associated with Kestra Advisory Services, LLC, a financial firm based in Austin, Texas. Diane has been in the financial industry since 2007. She is registered to provide investment advice in Arizona and Texas. Diane holds the Series 6, Series 7, Series 63, and Series 66 licenses, and the SIE exam.
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.
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
AZ
05/02/2024 - Present
Kestra Advisory Services, LLC (Scottsdale AZ)
AZ
08/26/2013 - 05/03/2024
COMMONWEALTH FINANCIAL NETWORK (TUCSON AZ)
AZ
05/16/2013 - 08/16/2013
BBVA SECURITIES INC. (PAYSON AZ)
AZ
09/22/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PAYSON AZ)
AZ
08/29/2008 - 07/21/2011
CHASE INVESTMENT SERVICES CORP. (PAYSON AZ)
AZ
09/24/2007 - 08/04/2008
SECURITIES AMERICA, INC. (PAYSON AZ)
BOTH
Issued 11/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/1990
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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