Unclaimed
Diane Marie Synek is a registered representative with Raymond James Financial Services Advisors, Inc. Diane has been in the financial services industry since October 2006. Diane is licensed in Nebraska, where she is registered as both a Broker-Dealer (BC) and Investment Advisor (IA). Diane is also a registered representative with Raymond James Financial Services Inc., which has been her primary employer since September 2006. Diane offers a range of financial services including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HASTINGS NE)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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