Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianne? Claim Your ProfileDianne Morrow has over 18 years of experience in the financial services industry. Dianne is currently registered with Victory Capital Services, Inc. Dianne has previously held positions at SVB Securities, a Non-Bank Affiliate of Silicon Valley Bank, Blackrock Investments, LLC, Delaware Distributors, L.P., and SEI Investments Distribution Co. Dianne is a Series 7, 24 and 63 licensed representative.
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.
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2
TX
04/14/2020 - Present
Victory Capital Services, Inc. (San Antonio TX)
CA
04/18/2018 - 01/02/2019
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SANTA CLARA CA)
CA
06/08/2012 - 10/15/2015
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
PA
01/03/2007 - 05/25/2012
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
12/21/2000 - 11/15/2006
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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