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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianne? Claim Your ProfileDianne Francine Jones is a financial advisor at LPL Financial LLC. Dianne is a registered representative and investment advisor representative. She is licensed to provide financial advice in multiple states including California, Texas, and several others. Dianne has been in the financial industry since March 7, 2004. Her experience includes working with clients of various types, including individuals, families, businesses, and charitable organizations. Dianne specializes in helping clients with financial planning, portfolio management, and retirement planning. She is committed to providing personalized financial advice to help her clients reach their financial goals. She is also a Treasurer and Director of Children and Guest Services for Thrive Church in Fairfield, California.
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.
Consulting and other non-discretionary advisory services
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.
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CA
12/20/2021 - Present
LPL Financial LLC (NAPA CA)
CA
03/03/2004 - 03/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PLEASANT HILL CA)
MN
03/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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