Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Salazar is an investment advisor representative at LPL Financial LLC. Diane has been working in the financial industry since 1994. Diane has Series 7, Series 66, and SIE licenses. Diane's current firm, LPL Financial LLC, is based in Fort Mill, SC. LPL Financial LLC manages over $50 billion in client assets and has more than 1,600,000 clients. Diane offers various advisory services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Diane has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Diane's office is located in San Diego, CA.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/05/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/18/2005 - 06/06/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
NJ
01/25/1994 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/24/1993 - 01/06/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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