Unclaimed
Diane Marie Muhler is a financial advisor registered with Cetera Investment Advisers LLC. Diane has been in the securities industry since November 26, 1992. She is also a registered representative of Cetera Advisor Networks LLC and has worked with several other financial firms over the years. Diane offers a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. She is registered to conduct business in Maryland, Montana and is also licensed to provide investment advisory services in Maryland.
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.
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.
1
2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
12/27/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
12/09/2013 - 12/21/2018
SUNTRUST INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
11/27/2007 - 12/09/2013
CETERA INVESTMENT SERVICES LLC (FOREST HILL MD)
MD
11/08/2005 - 11/28/2007
IFMG SECURITIES, INC. (BEL AIR MD)
MD
05/01/2003 - 01/10/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MD
11/18/1997 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
IA
03/02/1993 - 11/21/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
08/02/1989 - 11/18/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/02/1989 - 11/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
10/06/1988 - 07/21/1989
METLIFE SECURITIES INC.
NA
10/06/1988 - 07/21/1989
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 9/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/3/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/3/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/4/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Diane Muhler is the right advisor for you? Invested Better is here to help.