Diane Jaworskifaulhaber, financial advisor Castro Valley CA
93 score

Diane Jaworskifaulhaber

CRD Number: 3093135
Current Firm: Ameritas Investment Corp

Diane Jaworskifaulhaber (CRD# 3093135) is an Investment Advisor Representative working at Ameritas Investment Corp in Castro Valley, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 11
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 11
Mortgage Services Castro Valley, CA Jun 2004 - Current 13
Synergy Financial Services Castro Valley, CA Jul 1990 - Current 27
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Jan 2004 - Dec 2011 7
Self Emp. Synergy Accounting San Leandro, CA Jul 1991 - Nov 2010 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Diane Jaworskifaulhaber
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,296
    MILLIONS
  • Total Number of Accounts
    8,235
    ACCOUNTS
  • Average Account Value
    $278,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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