Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianna? Claim Your ProfileDianna Kristine Laney is a financial advisor with LPL Financial LLC in Folsom, CA. Dianna Kristine Laney has been working in the financial industry since October 30, 2005. Dianna Kristine Laney is licensed in both California and Texas. Dianna Kristine Laney holds several licenses and certifications, including Series 7, Series 24, and Series 66. Dianna Kristine Laney is a Certified Financial Planner and a Chartered Financial Consultant. Dianna Kristine Laney also works with Sapphire Oaks Wealth Advisors, a DBA for LPL Financial LLC. Dianna Kristine Laney is a Folsom Cordova Unified School District Board Trustee. Dianna Kristine Laney is also a member of the City of Folsom Planning Commission.
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
04/15/2020 - Present
LPL Financial LLC (FOLSOM CA)
CA
02/22/2016 - 01/02/2019
LPL FINANCIAL LLC (FOLSOM CA)
CA
10/30/2015 - 03/22/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)
CA
04/13/2009 - 11/04/2015
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
10/31/2005 - 04/15/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ROSEVILLE CA)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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