Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Parke Parmele is a financial advisor with over 35 years of experience in the industry. Diane is currently registered with D.a. Davidson & Co. in Winston Salem, NC. Diane has previously held positions at Truist Investment Services, Inc., BB&T Securities, LLC, LPL Financial LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., LINSCO/Private Ledger Corp., Morgan Stanley DW Inc., and Dean Witter Reynolds Inc. Diane holds Series 7, 9, 10, 63, and 66 licenses as well as the SIE exam. Diane provides a range of services to individuals, families, businesses, and institutions. These services include financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/01/2022 - Present
D.a. Davidson & Co. (Winston Salem NC)
NC
02/17/2021 - 12/01/2022
TRUIST INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
VA
10/10/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
02/04/2010 - 09/22/2017
LPL FINANCIAL LLC (GREENSBORO NC)
NC
01/01/2008 - 07/10/2009
WELLS FARGO ADVISORS, LLC (WINSTON SALEM NC)
NC
08/14/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WINSTON-SALEM NC)
NC
02/09/2006 - 08/15/2006
LINSCO/PRIVATE LEDGER CORP. (GREENSBORO NC)
NY
04/25/1997 - 01/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/30/1990 - 07/15/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/13/1986 - 07/13/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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