Diana TaksirCRD Number: 4624920
Current Firm: Citizens Securities, Inc.
Diana Taksir (CRD# 4624920) is an Investment Advisor Representative working at Citizens Securities, Inc. in Brookline, MA and has over 15 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Citizens Securities, Inc.||Brookline, MA||Sep 2009 - Current||8|
|Citizens Bank||Brookline, MA||Sep 2009 - Current||8|
|Unemployed||Sharon, MA||Apr 2009 - Sep 2009||< 1|
|Banc Of America Investment Services, Inc.||Canton, MA||Oct 2004 - Apr 2009||4|
|Bank Of America, N.a.||Canton, MA||Oct 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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