Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane Wesbecher is a financial advisor at Eagle Strategies LLC. Diane has been in the financial services industry since 1999. Diane is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Diane holds the Series 6, 7, 26, 63 and 65 licenses. Diane has been a licensed financial advisor for more than 20 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Diane specializes in providing financial planning, portfolio management, and other advisory services.
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.
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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NY
10/06/2010 - Present
Eagle Strategies LLC (NEW YORK NY)
TX
06/09/1999 - 06/28/2000
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
Issued 7/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/30/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 6/8/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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