Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianne? Claim Your ProfileDianne Lynn Eggert is a financial advisor with Cetera Investment Advisers LLC. Dianne has been in the financial services industry since 1997. She has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. Dianne holds Series 6, 7, 24, 52, 53 and 66 licenses and is registered to provide investment advisory services in Kansas, Missouri and Texas.
NEOSHO, MO
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.
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.
1
2
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (NEOSHO MO)
CT
04/08/2010 - 10/01/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
PA
03/12/2009 - 10/01/2019
VOYA AMERICA EQUITIES, INC. (WEST CHESTER PA)
KS
07/03/2008 - 10/01/2019
VOYA FINANCIAL PARTNERS, LLC (OVERLAND PARK KS)
PA
07/10/2009 - 06/18/2018
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
03/12/2009 - 09/30/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
KS
01/01/2004 - 06/18/2008
MULTI-FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
OH
05/12/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CT
01/01/1997 - 05/04/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dianne Eggert is the right advisor for you? Invested Better is here to help.
