Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Diamant is an investment advisor representative associated with Diamant Asset Management, Inc. Herbert's firm specializes in financial planning and portfolio management for individuals. Herbert has been in the industry since 1977 and holds a Series 63, 65, 27, 40 and 55. Herbert also has a history of working with Diamant Investment Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
05/13/2024 - Present
Diamant Asset Management, Inc. (GREENWICH CT)
CT
07/27/1977 - 12/31/2017
DIAMANT INVESTMENT CORPORATION (GREENWICH CT)
IA
Issued 10/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/21/1977
Series 40 - Registered Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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