Unclaimed
Dianna Miccolis is a financial advisor with Raymond James Financial Services, Inc. based in Bohemia, New York. Dianna has been in the financial services industry since March 2016. Dianna is a Series 7 and Series 66 licensed professional. Dianna's previous experience includes Ameriprise Financial Services, LLC.
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.
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.
1
2
NY
08/07/2020 - Present
Raymond James Financial Services, Inc. (Bohemia NY)
NY
03/21/2016 - 08/10/2020
AMERIPRISE FINANCIAL SERVICES, LLC (BOHEMIA NY)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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