Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianne? Claim Your ProfileDianne A. MacHinist has been in the financial services industry since December 22, 1985. Dianne is currently registered with MML Investors Services, LLC in Allentown, Pennsylvania and has been with the firm since March 25, 2017. Previously, Dianne was registered with MSI FINANCIAL SERVICES, INC., Metropolitan Life Insurance Company, and CitiStreet Equities LLC. Dianne has passed the Series 6, Series 63, and the SIE exams. Dianne offers services such as asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (ALLENTOWN PA)
PA
12/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ALLENTOWN PA)
PA
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
12/23/1985 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 10/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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