Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Bell is a financial advisor with over 30 years of experience in the financial services industry. Diane is registered with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, Florida. Diane holds a Series 6, Series 7, Series 26 and Series 66 licenses, and has a strong background in providing financial planning and portfolio management services. Diane has specialized expertise in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Raymond James, Diane was with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Aetnus Financial Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
CT
02/10/2006 - 07/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
CT
11/02/2004 - 03/31/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
12/15/2003 - 08/26/2004
ING INVESTMENT MANAGEMENT SERVICES LLC (NEW YORK NY)
CT
03/24/1990 - 12/15/2003
AELTUS CAPITAL, INC (HARTFORD CT)
CT
05/22/1989 - 03/29/1990
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 03/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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