Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Weyrick is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Diane has been in the industry since 1993. Diane is registered with the states of Arizona, California, District of Columbia, Florida, Hawaii, Illinois, Indiana, Kansas, Minnesota, Missouri, New York, Oklahoma, Texas, Utah, and Wisconsin. Diane is also a registered investment advisor with the state of Texas. Diane is registered with FINRA as well. Prior to Cambridge Investment Research Advisors, Inc., Diane was registered with SCF Securities, Inc. and Investment Centers of America, Inc. Diane has experience with a wide range of clients and specializes in working with individuals and small businesses. Diane also works with high-net-worth individuals. Diane specializes in investment management and financial planning. Diane is committed to helping her clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
07/08/2019 - Present
Cambridge Investment Research Advisors, Inc. (Northfield MN)
MN
10/10/2017 - 06/28/2019
SCF SECURITIES, INC. (NORTHFIELD MN)
MN
02/14/2003 - 10/11/2017
INVESTMENT CENTERS OF AMERICA, INC. (NORTHFIELD MN)
MN
09/03/1999 - 02/14/2003
FINTEGRA, LLC (MINNEAPOLIS MN)
MN
06/24/1993 - 09/02/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1993 - 09/02/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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