ADVISOR BIO

Diana Manalang Sanchez is a financial advisor with Robert W. Baird & Co. Inc. Diana has been in the financial services industry since 1997 and is licensed in multiple states. Diana has been with Robert W. Baird & Co. Inc. since 2009. Before that, Diana worked at Wachovia Securities, LLC and Wells Fargo Investments, LLC. Diana offers a variety of financial services including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Diana Wolf is a financial advisor with LPL Financial LLC. Diana has been in the financial services industry since 2006. Diana has a Series 7 and Series 66 license. Diana has worked with Wells Fargo Advisors and Wells Fargo Clearing Services. Diana has a broad range of experience in providing financial advice to individuals, families, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Diana La is a registered representative with J.P. Morgan Securities LLC, where Diana has been employed since January 31, 2019. Diana is licensed in California. Diana's current office location is in Santa Clara, California. Diana specializes in offering investment advisory services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Diana Falkenhainer is an investment advisor representative at Wells Fargo Clearing Services, LLC in Pasadena, California. Diana has been working in the financial services industry for over 20 years. Diana has been with Wells Fargo since 2011 and has previously worked at several other financial institutions. Diana specializes in a variety of financial services, including portfolio management, financial planning and retirement planning. Diana is licensed to provide financial advice in multiple states and is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Diana Lynn Reeves Nash is a financial advisor registered with Cuso Financial Services, LP in Anaheim, California. Diana has been working in the financial industry since October 2006. Diana holds several licenses including Series 6, 7, 24, 63, 66 and SIE. In addition to her current affiliation with Cuso Financial Services, LP, Diana has previous experience with Wescom Financial Services, Zecco Trading, Inc., Glendale Securities, Inc., Stocks 4 Less, Inc., National Clearing Corp. and J.B. Oxford & Company. Diana works with a wide variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Diana specializes in providing financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Diana Yakshimamedova is a registered representative with J.p. Morgan Securities LLC. She has been active in the financial services industry since 2017 and holds both Series 63 and 65 licenses, as well as the Series 7 and SIE exams. Diana has experience working with individual clients, businesses, corporations, and pension plans. She is also licensed to provide financial planning services. Diana is currently registered with the states of Arizona and California.

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ADVISOR BIO

Diana Dirocco is a financial advisor with Ameriprise Financial Services, LLC and is located in Monterey, CA. Diana has been a Registered Representative (RR) since September 2015. She is also a Registered Investment Advisor (IA) and holds the Series 63, 66, 7, and SIE licenses. Diana has experience working with clients such as charitable organizations, trusts/estates, individuals, corporations, and pension plans.

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ADVISOR BIO

Diana Levin is a financial advisor at Global Retirement Partners LLC, a Registered Investment Advisor based in San Rafael, CA. Diana has a wide range of experience in the financial services industry, working with clients in both California and New Jersey. Diana focuses on providing financial planning and portfolio management services to individuals, families, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Diana Wei is a registered representative with Ameriprise Financial Services, LLC. Diana has been in the industry since November 2016. Diana is licensed to provide investment advice in 20 states and has her Series 7, Series 66, and SIE licenses. Diana specializes in asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Diana Moreno is a financial advisor at Wells Fargo Clearing Services, LLC. Diana has been in the financial industry since 2010 and is registered with the state of California. Diana holds the Series 7 and Series 66 securities licenses. Prior to joining Wells Fargo Clearing Services, LLC, Diana worked at RBC Capital Markets, LLC and Morgan Stanley. Diana offers a range of financial services, including investment management, financial planning, and portfolio management for businesses and individuals. Diana is a registered representative of Wells Fargo Clearing Services, LLC, a registered broker-dealer and member of FINRA and SIPC.

SPECIALIZATIONS