Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianna? Claim Your ProfileDianna Burkholder has been in the financial industry since 2005 and is currently registered with Raymond James Financial Services Advisors, Inc. in Gretna, VA. Dianna has held previous positions at EDWARD JONES, NATCITY INVESTMENTS, INC., GREAT AMERICAN ADVISORS, INC. and CHASE INVESTMENT SERVICES CORP. She has a strong background in the financial services industry and has a proven track record of success. Dianna is dedicated to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
08/17/2020 - Present
Raymond James Financial Services Advisors, Inc. (Gretna VA)
VA
04/14/2009 - 08/17/2020
EDWARD JONES (GRETNA VA)
IN
04/28/2008 - 02/06/2009
NATCITY INVESTMENTS, INC. (NEW ALBANY IN)
IN
07/24/2007 - 04/18/2008
GREAT AMERICAN ADVISORS, INC. (JEFFERSONVILLE IN)
IN
07/20/2005 - 07/12/2007
CHASE INVESTMENT SERVICES CORP. (JEFFERSONVILLE IN)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dianna Burkholder is the right advisor for you? Invested Better is here to help.
