Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Costello is a financial advisor with LPL Financial LLC and has been in the industry since 1985. Diane holds a Series 6 and Series 63 license. In addition to the licenses above, Diane has also passed the SIE exam. Diane's office is located in Binghamton, New York. Diane has previously been registered with American General Financial Advisors, Inc., The Variable Annuity Marketing Company, LINSCO/PRIVATE LEDGER CORP., and Nathan & Lewis Securities, Inc. Diane is currently licensed in Arizona, District of Columbia, Florida, New York, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
05/23/2017 - Present
LPL Financial LLC (BINGHAMTON NY)
NY
12/17/2001 - 01/13/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
SC
08/04/2000 - 12/14/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TX
01/11/1999 - 08/07/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/10/1985 - 08/07/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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