linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Diane Marie Marra

Horter Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Diane? Claim Your Profile

About Diane Marie Marra

Diane Marra is a Registered Investment Advisor (RIA) with over 30 years of experience in the financial services industry. Diane is currently registered with Horter Investment Management, LLC, and has been with the firm since December 2009. Prior to that, Diane was with Marra Financial Group in Nesconset, NY, where she began her career in January 1997. Diane has a Series 6 license and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and other investment advisors.

Firm Information

Diane Marra is currently registered with Horter Investment Management, LLC. Horter Investment Management, LLC is an investment advisor based in Cincinnati, Ohio. With over 30 licensed agents and advisors, the firm provides financial planning, educational seminars, and portfolio management services to individuals, families, and businesses. They manage a variety of investment vehicles, including individual accounts, trusts, and retirement plans. The firm specializes in serving high-net-worth individuals, corporations, and pension plans.
Horter Investment Management, LLC

11726 SEVEN GABLES RD

CINCINNATI, OH 45249

$214.11M

Assets Under Management

Not reported

Total Clients

30

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Diane Marra’s Registration & Firm History

NY

05/21/2021 - Present

Horter Investment Management, LLC (Bloomville NY)

NA

04/19/1983 - 06/09/1994

JOHN HANCOCK DISTRIBUTORS, INC.

Not sure if Diane Marie Marra is right for you?

Licenses & Designations

BC

Issued 04/18/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diane Marie Marra.
Not sure if Diane Marie Marra is right for you?