Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Diamond is a registered investment advisor with Momentum Independent Network Inc. Jeffrey Diamond has been in the financial services industry since 1997 and has worked with various firms. Some of the previous firms include SALYN SECURITIES, INCORPORATED and BROKERS TRANSACTION SERVICES, INC. Jeffrey Diamond holds licenses in a number of states, including Arkansas, Colorado, Oklahoma, Oregon, Pennsylvania, Texas and Virginia. Jeffrey Diamond offers financial planning, educational seminars, publication of periodicals, selection of other advisors and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
OK
12/08/2022 - Present
Momentum Independent Network Inc. (Oklahoma City OK)
NY
05/11/1998 - 10/26/2001
SALYN SECURITIES, INCORPORATED (NEW YORK NY)
TX
02/20/1997 - 04/03/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
IA
Issued 10/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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