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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Staples is a financial advisor at Navy Federal Investment Services, LLC. Diane has been in the financial services industry for over 20 years. She has held numerous positions at various firms, including ARKADIOS CAPITAL, TRIAD ADVISORS LLC, WELLS FARGO ADVISORS, LLC, and SUNTRUST INVESTMENT SERVICES, INC. Diane has earned Series 7, Series 24, and Series 66 licenses. She is a Registered Representative and Investment Advisor Representative, and she is licensed to provide investment advice in Florida, Hawaii, Kansas, Maryland, North Carolina, South Carolina, Texas, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
06/20/2024 - Present
Navy Federal Investment Services, LLC (Vienna VA)
NC
03/05/2019 - 01/30/2020
ARKADIOS CAPITAL (Raleigh NC)
NC
09/23/2016 - 03/04/2019
TRIAD ADVISORS LLC (RALEIGH NC)
NC
10/15/2010 - 09/29/2016
WELLS FARGO ADVISORS, LLC (FUQUAY VARNIA NC)
NC
01/03/2005 - 10/18/2010
SUNTRUST INVESTMENT SERVICES, INC. (FUQUAY VARINA NC)
NC
07/15/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
BOTH
Issued 10/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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