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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Diana Eden has been an investment advisor representative with Diastole Wealth Management since 2002. Elizabeth has a strong background in the financial services industry and has held positions with several other firms, including ETC Brokerage Services, LLC, Hartford Equity Sales Company Inc., Lockwood Financial Services, Inc., Dean Witter Reynolds Inc., Shearson Lehman/American Express Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Elizabeth is registered with the state of Connecticut and is licensed to offer investment advice in several other states. Elizabeth's experience and expertise allows her to provide a wide range of investment services to individuals, families, and businesses. Elizabeth's practice specializes in investment advice for high-net-worth individuals and pooled investment vehicles. Elizabeth has a commitment to providing personalized service and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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2
CT
08/26/2002 - Present
Diastole Wealth Management (GUILFORD CT)
CT
03/19/2008 - 12/31/2013
ETC BROKERAGE SERVICES, LLC (GUILFORD CT)
CT
03/15/2002 - 01/20/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
11/14/1996 - 07/05/2000
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
12/24/1984 - 11/21/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/01/1982 - 12/26/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
12/03/1981 - 04/14/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/31/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2008
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/12/1991
Series 15 - Foreign Currency Options Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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