Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Pisacreta is a financial professional with over 20 years of experience in the industry. Diane has worked for several well-known firms including State Street Global Markets, LLC, Deutsche Bank Securities Inc., BNP Paribas Securities Corp., and TFS Securities, Inc. Currently, Diane is affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Diane's expertise covers a broad range of financial products and services, including investments, securities, and wealth management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
08/10/2021 - 02/22/2024
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
FL
06/05/2019 - 02/03/2021
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NY
05/28/2015 - 06/05/2018
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NJ
10/28/2009 - 06/13/2013
TFS SECURITIES, INC. (BAYONNE NJ)
NJ
07/07/1995 - 06/23/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1992 - 04/12/1995
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
05/07/1992 - 08/18/1992
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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