Unclaimed
Dianna I Myers is a financial professional with over two years of experience in the industry. Dianna is currently registered with PFS Investments Inc. and holds the Series 6, Series 63, and SIE licenses. Dianna has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and corporations. Dianna specializes in providing investment advice and portfolio management 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/24/2020 - Present
PFS Investments Inc. (MIAMI FL)
NY
04/01/2016 - 12/20/2018
PFS INVESTMENTS INC. (FREEPORT NY)
BC
Issued 04/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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