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Diane Marie Donnelly

Pacific Select Distributors, LLC

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About Diane Marie Donnelly

Diane Donnelly is a financial advisor with over 30 years of experience in the industry. She is currently registered with Pacific Select Distributors, LLC. Previously, Diane has worked with firms such as Transamerica Capital, Inc., PlanMember Securities Corporation, ING Financial Advisers, LLC, and Sentinel Financial Services Company. Diane is a Series 7, Series 63, and Series 26 licensed professional.

Firm Information

Diane Donnelly is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Diane Donnelly’s Registration & Firm History

CA

12/22/2010 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

CO

04/14/2010 - 10/22/2010

TRANSAMERICA CAPITAL, INC. (DENVER CO)

FL

10/11/2007 - 04/01/2010

PLANMEMBER SECURITIES CORPORATION (LARGO FL)

FL

10/09/2006 - 10/09/2007

ING FINANCIAL ADVISERS, LLC (LARGO FL)

VT

11/18/2005 - 01/25/2006

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

IL

10/04/2002 - 03/07/2005

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

06/09/1999 - 10/04/2002

AFD, INC. (NORTHBROOK IL)

OH

07/02/1996 - 09/08/1998

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

MA

10/07/1991 - 11/27/1995

JMC FINANCIAL CORPORATION (BOSTON MA)

NA

01/24/1990 - 06/29/1990

BOUCHER, OEHMKE & COMPANY

NA

07/23/1986 - 01/01/1988

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 08/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Marie Donnelly.
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