Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dianne? Claim Your ProfileDianne Marie Larson is an investment advisor representative with Arete Wealth Advisors, LLC. Dianne has over 19 years of experience in the financial services industry. Her previous experience includes roles at National Securities Corporation, Oppenheimer & Co. Inc., Banc of America Investment Services, Inc. and Citigroup Global Markets Inc. Dianne holds the Series 63, 65, 7 and SIE licenses. Dianne is registered to provide investment advisory services in California, Connecticut, Florida, Georgia, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. Dianne is also a Registered Representative with Arete Wealth Advisors, LLC. Dianne specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
NY
07/19/2022 - Present
Arete Wealth Advisors, LLC (Melville NY)
NY
01/20/2017 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
11/02/2007 - 02/01/2017
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
NY
02/03/2006 - 10/04/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (PORT JEFFERSON NY)
NY
09/19/2003 - 02/16/2006
CITIGROUP GLOBAL MARKETS INC. (GARDEN CITY NY)
IA
Issued 12/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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