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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zanelle? Claim Your ProfileZanelle Mari Diamond is an active advisor registered with FINRA and the state of District of Columbia. Zanelle has been in the industry since 2011 and is currently affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. Zanelle has a total of 7 approved SRO registrations and 1 approved FINRA registration. Zanelle Mari Diamond has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6), and the Uniform Combined State Law Examination (Series 66). In addition, Zanelle Mari Diamond is registered in District of Columbia. Zanelle Mari Diamond previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in McLean, VA. Zanelle Mari Diamond has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Zanelle Mari Diamond offers a variety of financial services, including investment advisory services, portfolio management, financial planning, and retirement planning. Zanelle Mari Diamond's other business activity is a minor daughter's content creator account, which she manages.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
07/08/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
VA
01/27/2011 - 05/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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