Unclaimed
Diane Fetscher is a financial advisor with Ameriprise Financial Services, LLC. Diane has been in the industry since February 1997, and has experience in financial planning, asset allocation services, and portfolio management. Diane is licensed in 22 states and is a registered representative of FINRA. Prior to joining Ameriprise, Diane worked at RBC CAPITAL MARKETS, LLC and Oppenheimer & Co. 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.
Asset allocation services
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.
1
2
PA
12/09/2022 - Present
Ameriprise Financial Services, LLC (Philadelphia PA)
PA
06/23/2016 - 12/22/2022
RBC CAPITAL MARKETS, LLC (Philadelphia PA)
PA
02/12/1997 - 07/05/2016
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
BC
Issued 02/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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