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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 Willier is an investment advisor representative with Fidelity Personal and Workplace Advisors, with a focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals, businesses, and pension plans. Dianne has been working in the financial services industry since July 25, 1994, and has a wide range of experience with different financial products and services. Prior to joining Fidelity Personal and Workplace Advisors, Dianne has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., Wachovia Securities, LLC, and Davenport & Company LLC. Dianne holds several professional designations and licenses, including Series 7, Series 10, Series 9, Series 63, and Series 65. Dianne works at the Midlothian, VA branch of Fidelity Personal and Workplace Advisors, and also serves clients at the Powhatan, VA branch.
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.
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.
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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VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
VA
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (RICHMOND VA)
VA
10/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
01/24/2008 - 10/14/2008
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
MO
10/27/2006 - 01/10/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
07/20/2006 - 08/10/2006
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
12/17/1990 - 08/03/2004
DAVENPORT & COMPANY LLC (RICHMOND VA)
IA
Issued 02/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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