Unclaimed
Dianne Duva is a financial advisor at Arlington Financial Advisors, LLC. Dianne has been in the financial industry since 2000. Dianne is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and selection of other advisors. Dianne's primary office is located in SANTA BARBARA, CA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
05/18/2016 - Present
Arlington Financial Advisors, LLC (SANTA BARBARA CA)
CA
12/07/2010 - 06/21/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SANTA BARBARA CA)
CA
08/10/2000 - 12/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA BARBARA CA)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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