Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane McClung is a financial advisor with New Edge Wealth in Stamford, Connecticut. Diane has over 15 years of experience in the financial services industry. Diane specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, businesses, and institutions. Diane is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, 63 and 66 securities licenses. Diane has been registered with the SEC since 2008.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
08/21/2024 - Present
NEW Edge Wealth (STAMFORD CT)
FL
12/06/2011 - 08/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
07/09/2008 - 11/03/2011
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
BOTH
Issued 06/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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