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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 Williams Nolin is a financial advisor with Osaic Advisory Services, LLC. Dianne has been in the industry since 1991. Dianne holds Series 7, Series 63, and Series 65 securities licenses and is also a Certified Financial Planner. Dianne specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Dianne's previous experience includes time with Cambridge Investment Research, Inc., Spire Securities, LLC, and Triad Advisors LLC.
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.
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VA
05/09/2019 - Present
Osaic Advisory Services, LLC (Vienna VA)
VA
05/07/2019 - 08/23/2024
TRIAD ADVISORS LLC (Vienna VA)
VA
11/01/2007 - 05/14/2019
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
05/03/2019 - 05/07/2019
TRIAD ADVISORS LLC (Vienna VA)
VA
12/14/2001 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
PA
02/14/1997 - 12/12/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/31/1993 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
10/31/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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