Unclaimed
Dianna Van Camp is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dianna has been in the industry since 2007 and holds licenses in 42 states. Dianna has a strong background in helping individuals, businesses, and institutions achieve their financial goals. Dianna's experience spans a variety of financial products and services, including investments, retirement planning, and insurance. Dianna is committed to providing personalized financial advice to help clients meet their individual needs. Dianna's previous experience includes working at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and E*TRADE Securities 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/15/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
06/01/2009 - 06/20/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
12/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
09/18/2007 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
11/28/2006 - 07/03/2007
E*TRADE SECURITIES LLC (TAMPA FL)
FL
07/26/2000 - 02/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
BOTH
Issued 07/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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